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Setup in under 5 minutes
Secure data architecture
Auto Export 401k Focus - Participant data to Excel Online
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 Focus - Participant datasets to Excel Online XLSX files in OneDrive or OneDrive for Business on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive.