Easy point and click
Setup in under 5 minutes
Secure data architecture
Auto Export 401K Complete data to Excel Online 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.
Export and sync comprehensive 401K Complete datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to Power BI via OneDrive.