Verified income and affordability for your clients
Support clients through finance applications, lending and reviews with income and affordability straight from the bank, so you spend less time collecting paperwork and more time advising.
The paperwork slows everyone down
Pulling a client's financial picture together by hand is the slow part of most engagements.
Statements and payslips trickle in over days or weeks.
Irregular income is tough to show from a single document.
Money moves between accounts, so nothing adds up cleanly.
Applications stall while everyone waits for paperwork.
What open banking does for your practice
One open banking connection covers all three, with no extra systems to run.
Why accountants use it
A clean financial picture in minutes, not weeks.
Figures that trace back to real bank data.
No chasing clients for documents.
A smoother experience at a stressful moment.
The data points that matter for accountants
One connection surfaces exactly what you need to make a confident decision. See how it works.
A sole-trader client needs a finance facility. Instead of three months of statements by email, you send one open banking link. In minutes you have verified income, average monthly drawings and existing commitments, and a clean affordability figure to put in front of the lender.
Open banking for accountants: FAQs
Yes. It is often better for them, because it reads real income across personal and business accounts rather than relying on a single payslip or a set of accounts that may be months out of date.
No. The client consents to share specific accounts for a set period, read-only, and can withdraw access at any time.
Access is read-only under FCA authorisation and encrypted in transit and at rest. The customer consents to share specific accounts for a limited period, only accountants working on the case see the result, and the customer can withdraw access at any time.
Give clients a faster path to yes
Book a demo and we will show income and affordability on a live connection.