Easy point and click
Setup in under 5 minutes
Secure data architecture
Auto Export 401K Complete data to Microsoft 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 401K Complete datasets to Power BI using OneDrive or OneDrive for Business as a connector.