Easy point and click
Setup in under 5 minutes
Secure data architecture
Citco - Client Access Integration
Auto export Citco - Client Access data to Power BI
Every 10 Minutes, Hourly, Daily, Weekly
Full DatasetsData IntegrationFlat files
Flatly uses Plaid to connect to over 10,000 financial institutions in the US and Canada.
Export and sync comprehensive Citco - Client Access datasets to Power BI using OneDrive or OneDrive for Business as a connector.