Finicity, ready to run.
The Finicity integration brings verified bank data into a case with the applicant's consent. Floowed reads the accounts, balances and transaction history Finicity returns, checks them against your rules, and shows a person the evidence behind the outcome.
What it does.
What Floowed reads from Finicity
- Accounts the applicant chose to connect, with balances
- Transaction history for those accounts
- Verification of assets and income reports
- Account owner details, for matching against the case
What it writes back
- A consent request sent to the applicant when bank data is missing
- The report, attached to the case as evidence
- A flag when income, balances or ownership do not match the rules
Finicity, now part of Mastercard, is widely used for mortgage and lending verification, so its reports often replace a stack of uploaded bank statements. The data is evidence: Floowed shows what it found and why it matters, and a person makes the final call on the application. Access runs under your own agreement with Finicity.
How it connects.
- 1
Connect Finicity
Using its API, under your own agreement. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Finicity?
Yes. Floowed connects to Finicity's API under your own agreement, and the applicant gives consent before any account is read.
What can Floowed do in Finicity?
It sends the applicant a consent request, reads the accounts, transactions and verification reports that come back, and checks them against your rules for a person to review.
Is my Finicity data secure?
Floowed only gets the access it needs in Finicity, never stores a password, and logs every read and write with the reason. Results are evidence a person can review, and access runs under your own agreement with the provider.
What does the Finicity integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Finicity. Add the rest.
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