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02-20-2024, 12:58 PM #12
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
Here at Centrex we have a pretty deep integration with Plaid both in our Wordpress plugin for website applications and in our white labeled mobile app. Give them a look.
Wordpress Plugin for Web Applications
https://www.centrexsoftware.com/wordpress-plugin/
White Label Mobile App
https://www.centrexsoftware.com/white-label-mobile-app/
With plaid we hit two of their endpoints for transactional data:
Transactions endpoint
Asset Report endpoint
The transactions endpoint simply pulls raw transactional data down from the bank. We pull this into the Centrex CRM and the mobile app for the merchant to view. The asset report endpoint is more for brokers/ISO's as it generates a PDF which looks like a bank statement using the banks data. This can be sent to funders or lenders etc.
Let us know if you would like to see how this works and we can show it off a bit.
Trey Markel
VP Sales and Marketing
(888) 622-5810
tmarkel@centrexsoftware.com
www.centrexsoftware.com
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