Monitor

Monitor your customers with a live, ongoing data connection

Monitor maintains a real-time connection to your customers’ accounting, commerce, and banking records. View business activities in detail and access calculated performance metrics without manual processing.

Benefits

Reduce costs

Maintaining a detailed and up-to-date understanding of a business no longer requires costly, manual processes.

Grow share-of-wallet

Identify suppliers in your customers’ data that indicate opportunities for your products.

Anticipate needs

Grow revenue by making it easy to spot emerging opportunities to sell additional products and services.

Reduce risk

Anticipate cash flow shortfalls and risky behaviour before they become problems.

The problem


Without strong data connectivity, customer monitoring is either a costly manual process or simply not done.

The solution


Maintaining a live connection to your customers’ data turns monitoring from a cost centre to a source of new business opportunities.

Coverage

A universal API for all the leading business data platforms

Data

All the data points you need for digital onboarding confidently, quickly and at scale

Accounting

Connect to financial statements and transaction-level information across accounts receivable and payable.

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Sales

View multiple years of sales information including transactions, products, and customers from eCommerce and POS.

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Open banking

Connect to every bank account from every customer for the most reliable source of raw data.

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Single chart of accounts

Access every customers’ accounting records mapped to a single chart of accounts. Reduce manual processing, such as spreading.

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Cross-referenced data

Ensure the reliability of accounts with automatic cross-referencing of accounting and banking records.

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Metrics and ratios

Directly access standard metrics and ratios on profitability, liquidity, efficiency, and solvency.

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