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Setup in under 5 minutes

Secure

Secure data architecture

Citi - Investor Reporting

Citi - Investor Reporting Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Citi - Investor Reporting data to OneDrive for Business

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.

OneDrive for Business

Export and sync comprehensive Citi - Investor Reporting datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive for Business

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