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Middesk

Middesk

Overview

What is Middesk?

Middesk is a business intelligence (BI) software used to onboarded clients working in three primary verticals — Fintech, Credit Reporting, and Business Marketplaces.

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Recent Reviews
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Pricing

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Middesk

Middesk

N/A
Unavailable

What is Middesk?

Middesk is a business intelligence (BI) software used to onboarded clients working in three primary verticals — Fintech, Credit Reporting, and Business Marketplaces.

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

FinovateFall 2022 / Middesk

YouTube
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Product Details

What is Middesk?

Middesk is a business intelligence (BI) software used to onboarded clients working in three primary verticals — Fintech, Credit Reporting, and Business Marketplaces. Middesk claims to empower compliance teams with engineering resources who otherwise would not have the resources available.
Middesk is also an identity platform that automates business verification and underwrites decisions. The company's platform also provides data on businesses and notifies service providers of changes to its customer base allowing them to form an accurate picture of their customers and offer the critical products their customers need to establish, operate, and maintain their businesses.
Middesk's tools include:

Tax ID and Name Verification: ensures that when customers are onboarded, an accurate legal name associated with a Tax ID is verified with the IRS and kept on file to save time and avoid fines when filing.

Secretary of State Filings: Helps clients understand registration history in order to stay in good standing and maintain active status in states where they have employees, offices, or significant portions of revenue. Each state is independent of the next and there is no single repository to verify that a business is an active business.

Website Validation: Automatically surfaces key information and content about web presence, flagging high-risk and relevant information.
Websites are commonly used as a proxy for understanding the legitimacy, nature of business for a customer, and risk profile of a customer.

Middesk Screenshots

Screenshot of Middesk

Middesk Video

Product Introduction

Middesk Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(6)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
May 20, 2022

Middesk pays for itself and then some

Verified User
Director in Human Resources
Computer Software Company, 201-500 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We primarily have been using Middesk when we need to set up operations in a new state. We've also been going through the painstaking process of gathering our payroll and tax account information from our previous TPAs, state agencies, etc. and we've recently started using Middesk to transfer administration for those states. State registrations can be complex and nuanced - Middesk helps us stay compliant by prompting us to gather information as few times as possible, then we can rely on the technology to sort it all out and get us registered wherever we need to.
Pros and Cons
  • Gathering information needed for registration.
  • Making the registration process efficient.
  • Guiding us through the process when we hit snags.
  • UI can be a little more intuitive.
  • Mail and documents could be translated into actions/tasks.
  • Statuses could be a little more clear.
Likelihood to Recommend
Middesk is an excellent and vital tool for any business needing to set up operations in a new state. The process the seamless and easy. For businesses looking to transfer administration of existing state accounts, the process is a little more clunky. Either way, Middesk saves a ton of time and brainpower needed to maintain registrations with state agencies.
Middesk Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting
N/A
N/A
Report Output and Scheduling
N/A
N/A
Data Discovery and Visualization
N/A
N/A
Access Control and Security (3)
100%
10.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Single Sign-On (SSO)
100%
10.0
Mobile Capabilities
N/A
N/A
Application Program Interfaces (APIs) / Embedding
N/A
N/A
Return on Investment
  • Saved an enormous amount of time.
  • Made registration process much more simplified.
Alternatives Considered
ADP Workforce Now offers a module to handle payroll tax registrations. The interface is confusing and the information is hard to find. The service and support are awful - nobody ever knows who can answer tax account questions, they escalate to a different department and promise a callback but they never call back.
Other Software Used
Usability
8
UI is not as intuitive as other systems we use. For states that require income tax withholding, some of them require registration with multiple agencies - the UI doesn't easily tell you which login credentials are tied to which agency.
Support Rating
10
Whenever human intervention is needed, the Middesk team is very quick to respond (within 24 hours max) and the information requests are clear and actionable.
May 03, 2022

Maddesk features

EK
Eshwar Kumar
Software Engineer
University at Buffalo (Computer Software, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Middesk majorly provides real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.
Pros and Cons
  • Process of automation.
  • Its verification process is excellent.
  • High quality.
  • Better navigation.
  • More marketing and make it very reachable to customers.
  • Login is difficult.
Likelihood to Recommend
Middesk majorly provides us with real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.
Middesk Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
76.66666666666667%
7.7
Pixel Perfect reports
80%
8.0
Customizable dashboards
70%
7.0
Report Formatting Templates
80%
8.0
Ad-hoc Reporting (4)
80%
8.0
Drill-down analysis
80%
8.0
Formatting capabilities
80%
8.0
Integration with R or other statistical packages
80%
8.0
Report sharing and collaboration
80%
8.0
Report Output and Scheduling (5)
64%
6.4
Publish to Web
70%
7.0
Publish to PDF
50%
5.0
Report Versioning
50%
5.0
Report Delivery Scheduling
80%
8.0
Delivery to Remote Servers
70%
7.0
Data Discovery and Visualization (3)
73.33333333333333%
7.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
70%
7.0
Location Analytics / Geographic Visualization
70%
7.0
Predictive Analytics
80%
8.0
Access Control and Security (4)
77.5%
7.8
Multi-User Support (named login)
70%
7.0
Role-Based Security Model
70%
7.0
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Single Sign-On (SSO)
80%
8.0
Mobile Capabilities (3)
63.33333333333333%
6.3
Responsive Design for Web Access
80%
8.0
Mobile Application
80%
8.0
Dashboard / Report / Visualization Interactivity on Mobile
30%
3.0
Application Program Interfaces (APIs) / Embedding (6)
80%
8.0
REST API
80%
8.0
Javascript API
80%
8.0
iFrames
60%
6.0
Java API
80%
8.0
Themeable User Interface (UI)
80%
8.0
Customizable Platform (Open Source)
100%
10.0
Return on Investment
  • Better speed.
  • Better quality for optimal cost.
  • Saves a lot of time.
Alternatives Considered
It provides higher quality. Although the price is very costly compared to its competitors, the result after usage is exceptional. Although this product has less marketing, it is able to be reached a large number of people. The navigation is slightly better than the other competitor tools. User experience is another important reason it attracts people.
Other Software Used
Usability
7
The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved by using efficient techniques.
Support Rating
8
The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved in the future.
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