Connection Flow Overview

Accounting Data as a Service™ supports two ways to enable your business customers to connect their financial service provider accounts:

1. Use Connect, our plug-and-play embeddable widget that provides a secure, fully customizable and conversion-optimized connection authorization flow.
2. Use Sites, our no-code and customizable Accounting Data as a Service™-hosted page, powered by the API & Connect, that lets your businesses connect their financial data securely.

Explore both options and determine which one is best suited for your needs.

How to Choose?

Both Connect and Sites offer a conversion-optimized, web-accessible and fully customizable connection authorization journey.

1. For the best results and user experience, you can embed Connect in your application's front-end code and customize the journey to meet your needs.
2. If you're looking to get up and running quickly or want to have proof of concept, use Sites. You can use it out of the box or integrate the onboard multiple businesses link into your existing app or marketing campaigns.

Conversion Optimization

Both Connect and Sites were built with conversion optimization at the center of the user experience by ensuring transparency, consent, control and security as part of the connection journey.

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Transparency

The conneciton flow ensures transparency by explaining to your business customers what data is being shared, how the data will be shared, the value they will recieve by sharing the data and the progress in the flow.

Connect and Sites allow you to define and set the proper messaging to create a transparent connection journey experience.

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Consent

By being transparent, business customers should have enough confidence to trust granting you access to their data.

All accounts connected through Connect and Sites are authorized by the business customers directly.

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Control

You have your own business rules, use case and customer experience.

Connect and Sites give you enough control over the connection authorization flow to align with your brand needs and meet your business use case and customer needs.

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Secure

Your business customers need to be confident that their data is secure and private before granting you access to their accounts.

Accounting Data as a Service™ does not store account credentials, scrape data, nor sell business customers data. All connections are consent and permission based. You or your business customers are able to disconnect and revoke access to their financial service providers accounts at any time.