Client Data Sync for Auditors

Access your clients' up-to-date data, from banking or accounting systems, in your own data cloud, with no setup and no maintenance.

Powering Data Pipelines since 2017

4.7 (Reviews)

How it works

Flatly will add your logo as a Data Destination, shown only to your clients when they login.

Auditor Activation

Your clients sign in to Flatly and are presented with a Source-to-Auditor authorization step.

5 Minute Client Setup

Your client clicks a button to start the data sync, and their data is replicated in your cloud.

Sync Activation

Your clients' data is present and refreshed in your data cloud (example: Amazon S3).

On-going Data Sync

Flatly makes the build-versus-buy decision very easy to make. Stay focused on your domain expertise and delegate data pipelines to the experts.

Gain valuable insights into your client portfolio by accessing client data.

Your company name is shown at Signup, and is the exclusive integration option.

Rest assured knowing that your data is safe and secure with our robust security measures.

Flatly for Auditors takes under 1 hour to start and requires no setup fees.

Flatly's interface is so simple it does not require instructions.

Clients have full visibility into and control over their data sync.