Request any period
Once connected, choose the date range you need and send the request to the client. You can request up to two years of historical data.
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Integrations / Armalytix
+Armalytix integration for UK accountants
Engager's integration with Armalytix makes gathering client financial information quicker. Request bank data from clients through Armalytix as part of your Engager workflow, with less manual work and fewer errors.
What you can do
Armalytix and Engager, working together
Email or text the request
Once you choose the date range, Engager sends the client a pre-populated email. You can also copy the link and send it by text.
Get notified when access is granted
Notifications can go to more than one team member, and a dashboard widget shows outstanding requests.
Benefits of integrating
Financial data collection: collect financial data through Armalytix using open banking, statement uploads and CSV files, from Engager.
Clear analysis: assess a client's financial position with transaction histories and insight into income, expenditure and risk factors.
AML support: Armalytix's checks support your anti-money laundering (AML) and source of funds work.
How it works
Save time: automate gathering and analysing client financial data.
Accuracy: Armalytix parses bank data for you, so there is less manual re-keying.
Client experience: give clients a simple, secure way to share financial data.
How to get started
To connect Armalytix to Engager:
Enable the integration: go to the integrations tab in Engager and connect your Armalytix account.
Start collecting data: use Armalytix to gather and analyse financial data as part of your workflow.
Questions
Armalytix integration FAQs
What is the Armalytix integration with Engager.app?
The Armalytix integration with Engager.app enables accountants and bookkeepers to efficiently collect and analyse client financial data, streamlining processes such as source of funds verification, anti-money laundering (AML) compliance, and financial investigations.
How does this integration benefit my accounting practice?
By integrating Armalytix with Engager.app, you can automate the collection of client bank statements and financial information, reducing manual data entry, enhancing compliance procedures, and providing quicker insights into clients' financial positions.
What types of financial data can I collect through this integration?
The integration lets you collect financial data including bank transaction histories, account balances, income and expenditure reports and source of funds analyses, giving you a full view of your clients' financial activity.
How do I set up the Armalytix integration in Engager.app?
To set up the integration, navigate to the integrations section within your Engager.app account, select Armalytix, and follow the on-screen instructions to connect your Armalytix account.
Are there any additional fees for using the Armalytix integration?
While Engager.app does not charge extra for the integration, Armalytix's services may have associated fees. It's advisable to review Armalytix's pricing details or contact their support for specific information.
How secure is the data shared between Armalytix and Engager.app?
Both Armalytix and Engager.app prioritise data security, employing industry-standard encryption and secure servers to ensure all client information and financial data are protected.
Can I use Armalytix for AML compliance and source of funds verification?
Yes, Armalytix is designed to assist with AML compliance by providing tools for source of funds verification, financial investigations, and affordability checks, helping you meet regulatory requirements efficiently.
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