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Setup in under 5 minutes
Secure data architecture
Auto Export Certent Equity Management (formerly EASi) data to OneDrive
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 Certent Equity Management (formerly EASi) datasets to Excel Online XLSX or CSV files in OneDrive folders on a recurring, automatic basis. Historical data is included. Connect to Power BI via OneDrive.