Effortless Data Collection: Collect detailed financial data using Armalytix’s integration with open banking, statement uploads, and CSV files—all within Engager.
Insightful Analysis: Quickly assess client financial positions with transaction histories and essential insights into income, expenditure, and risk factors.
Simplified Compliance: Stay compliant with AML requirements through Armalytix’s intelligent checks, ensuring your practice meets all regulatory standards with ease.
Save Time: Automate the process of gathering, analysing, and acting on financial data, freeing up valuable hours.
Boost Accuracy: Eliminate manual errors by leveraging Armalytix’s precise data parsing and insights.
Enhance Client Experience: Provide clients with a seamless and secure way to share financial data, improving engagement and satisfaction.
Ready to integrate Armalytix with Engager? It’s simple:
Enable the Integration: Navigate to your integrations tab in Engager and connect your Armalytix account.
Start Collecting Data: Use Armalytix to gather and analyse financial data directly within your workflow.
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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.
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.
The integration allows you to collect various financial data, including bank transaction histories, account balances, income and expenditure reports, and source of funds analyses, providing a comprehensive view of your clients’ financial activities.
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.
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.
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.
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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