[WCC_NYC]

that sounds nice but it's not possible unless Fundkite has some sort of authority over the account, which would only happen if the bank signs off and approves it prior to funding, and even then they would need to login everyday and adjust it accordingly (or have some sort of software doing it)

The only way this makes sense to me is with some sort of lockbox, not that there is anything wrong with that idea, but it is something we need to know before considering for our clients.

Our company uses Decision Logic to create a better experience for our merchants when getting the month to date and other benefits we use regarding data and analytics. Decision Logic does allow a refresh daily of the account up to 90 days in some instances.

We have seen Plaid being used by many of the Fintech companies because it provides a more in depth history. But these are the only two I know that truly work when having access to an account.