SuperOkay
Prospero
Proposalist
Bonsai Proposals
Proposify
Satiurn Proposals
Propoze
Better Proposals
Plaid
Verafin
QuoteMedia
Digital Insight
Ensenta
FIS Global
Banno
Dianomi
SuperOkay offers freelancers, agencies, and service providers, an easy-to-use white-labeled dashboard where you and your client could keep all the important project information, docs, apps, files, and assets in one place.
If you’re doing marketing, design, or development for clients, this is the client portal you’ve been waiting for.
Key Features: 💡White-labeled and Custom domain name 💡Embed the apps you already use (from Airtable to Trello, Figma, Miro, and many more) 💡Quick Links - the most important links your client needs to have at hand 💡Rich document editor with smart modules like Pricing Tables, interactive inputs, and more 💡Reusable blocks, Case Studies, and Team Bios to save time.
Use cases: ✅ Gather information and docs from clients with our interactive briefs ✅ Manage and approve proposals for new work ✅ Send cost estimates and get them approved ✅ Get get feedback and approval on work ✅ Assign your clients action items so it’s clear what needs to be done to keep the project moving ✅ Share live reports and dashboards (Google Data Studio, Airtable) with Embedded Apps ✅ Create a knowledge base so your client knows how to address the most common questions they might have.
SuperOkay PlaidBased on our record, Plaid seems to be more popular. It has been mentiond 78 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 10 months ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 12 months ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: about 1 year ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: about 1 year ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: about 1 year ago
Prospero - Professional Business Proposals
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
Proposalist - A professional, web-based proposal builder.
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
Bonsai Proposals - Automated & beautiful proposals for creative freelancers
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.