Client Data Sync for Auditors

In any industry, getting timely financial data from multiple sources can be a challenge. Flatly for Auditors is a turnkey platform that automates the collection of banking and accounting data from all your constituent entities into one secure hub. Whether you're conducting due diligence on a partner’s banking data or tracking franchisee finances across a network, Flatly for Auditors streamlines the process from end to end. You gain instant, continuous access to your clients' most up-to-date numbers in your own cloud environment – with minimal setup effort and no maintenance required by you or your clients.

Turnkey Client Data Pipelines

Flatly for Auditors works as a centralized data hub: you manage a single Flatly account that can onboard any number of client or subsidiary users (billing for them is waived under your plan). Each participant gets a simple, branded interface tailored to your organization where they connect their banking or accounting system. Their data then syncs in real-time, one-way into a cloud storage or database you choose – they can upload data but cannot see anything in your cloud, ensuring privacy and security. There’s no need to build custom integrations or chase down spreadsheets; Flatly automates the entire pipeline so you can say goodbye to manually exporting and importing files. Stay focused on your expertise and let Flatly handle the heavy lifting behind the scenes.

Accelerate Due Diligence and Compliance

For companies conducting financial due diligence or audits, timely access to granular data is critical. Instead of waiting weeks for PDF statements or manually gathering records, Flatly lets you retrieve live transaction data directly from a client’s bank or accounting system in minutes. Your client simply authorizes a secure source connection (for example, via Plaid), and then a secure destination connection directly to your Auditor cloud storage. Flatly streams their recent balances and transactions into your cloud environment for immediate review.

You get a complete, up-to-date picture of their finances without the usual back-and-forth, speeding up processes like loan underwriting, investment vetting, and compliance reporting. All data arrives in a standardized format ready for analysis, so you can focus on insights rather than wrangling documents.

Unify Franchise and Network Reporting
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If you manage a franchise or a multi-unit enterprise, Flatly for Auditors eliminates the headache of aggregating data reports from each location. Many growing franchise networks use different banking or accounting systems at each branch, making it hard to get a consolidated view of the overall business. Flatly bridges that gap by automatically syncing each store’s data into a single cloud folder or database that headquarters controls. The data becomes normalized and continuously updated, giving you a unified, real-time view of performance across all franchises or subsidiaries. No more chasing spreadsheets from store managers or dealing with inconsistent formats – you get a uniform, up-to-date dataset ready for analysis and decision-making.

Save Time for Accountants and Consultants
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Accounting firms, audit agencies, and CFO consultants often juggle dozens of client datasets – and end up spending too much time just collecting information. In fact, many accountants report that they spend more time chasing client documents than actually doing the work that matters. Flatly for Auditors ends this bottleneck by automatically pulling each client’s financial data into your central repository. Whether it's QuickBooks ledgers, sales and payroll figures, or bank transactions, Flatly supports over 50 popular apps and 10,000+ banks as data sources. Virtually any system your clients use can feed into your audit pipeline. Instead of sending reminder emails and merging Excel files, your team will have all client data updated and consolidated in one place, ready for reconciliation, reporting, or analytics. The result is less busywork and more time spent delivering insights and value to your clients.
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