Accounting features
Getting client bank statements is a pain.
Get the data and financial insights you need, in moments.
For accounting professionals, auditors and insolvency practitioners, chasing clients for bank statements and conducting client due diligence is more frustrating and time-consuming than it needs to be.
Armalytix solves this for you, giving you the data and insights you need quickly, accurately and securely - with a simple, digital journey for your clients.
Make your day more productive
Armalytix requests, chases and securely delivers the right client information every time, across multiple accounts, direct from their banks – all in a few clicks.
Add clients once, forget about it and watch the data flow. Focus on the good stuff.
01
Time
saved
No more chasing clients
02
Mistakes removed
The right client data, every time. Easy to upload
03
Evidence provided
Consistent reporting and analysis
01
Time
saved
No more chasing clients
02
Mistakes removed
The right client data, every time. Easy to upload
03
Evidence provided
Consistent reporting and analysis
Features & benefits
What do I get?
A simple online experience for your clients, available on mobile or desktop
Transaction download and financial insight reports with up to 2 years data available
Financial insights report to cover both AML and necessary insights into your client's financial behaviour
CSVs direct from the bank of exactly the financial data you need
Add clients once and forget about it with flexible scheduling
Upload directly to Xero, Quickbooks, Sage or any accounting software
Consolidated transaction and balance data in a single report
Business & personal accounts, credit cards and PayPal
No software download or apps
Pricing Plans
Starter
£50 per month
10 reports included
—
20 reports rolled over
Additional transaction download report costs:
Up to 60 days: £2.50
Up to 300 days: £5.00
300+ days: £7.50
Add PAYG Financial insight report:
Up to 2 years data: £15.00
Included:
Multiple accounts
Banks, credit cards, PayPal
Unlimited users
Rollover reports
Schedule reports
Branded reports
Branded emails
Pro
£100 per month
25 reports included
—
50 reports rolled over
Additional transaction download report costs:
Up to 60 days: £2.00
Up to 300 days: £4.00
300+ days: £6.00
Add PAYG Financial insight report:
Up to 2 years data: £15.00
Included:
Multiple accounts
Banks, credit cards, PayPal
Unlimited users
Rollover reports
Schedule reports
Branded reports
Branded emails
Premium
£150 per month
50 reports included
—
100 reports rolled over
Additional transaction download report costs:
Up to 60 days: £1.50
Up to 300 days: £3.00
300+ days: £5.00
Add PAYG Financial insight report:
Up to 2 years data: £15.00
Included:
Multiple accounts
Banks, credit cards, PayPal
Unlimited users
Rollover reports
Schedule reports
Branded reports
Branded emails
What our clients say
Testimonials
News
FT Advisor – Fair value will be hardest part of consumer duty for advisers
There will be some "trial and error" as advisers get to grips with what fair value means under new consumer duty regulations which come into force next week. After a year of preparations advisers will have to comply with new consumer duty regulations.
Vixio – Consumer Duty Goes Live For UK Payments Firms
Payments and e-money firms in the UK will need to begin complying with the Financial Conduct Authority’s (FCA) new Consumer Duty regulation, with experts suggesting that it will bring new challenges.
Source of Funds and Airport Queues
We sometimes get asked questions like, “Why am I being asked to do a Source of Funds? I’m only giving my granddaughter £2,000 to help her buy a house!” and “Why do we need technology for this, can’t I just give you a bank statement?”. We thought an airport-based analogy might help to explain.
Today’s Conveyancer – Suspicious Activity Reports: What you need to know
The National Crime Agency (NCA) have released updated guidance on submitting a better quality Suspicious Activity Report (SAR), making it a good time to revisit what they are and why they’re so important.
AccountingWeb – How technology can help with the AML crackdown
With the government and professional bodies turning the screw on anti-money laundering and client due diligence, technology is evolving to provide solutions that not only help accountants navigate a more heavily regulated future but also provide greater financial insights.
User Review – Armalytix and Client Engager
Working with Client Engager demonstrates how Armalytix can be simply and seamlessly integrated into practice management software for accountants as well as operating as a stand-alone product.
Featured in
See how it works
Simple, elegant, effective
Transaction Download Demo
Reports
Transaction
download report
Download your report:
Account verification
report
Verify bank account details & control:
Financial insights report
Analysis of account activity and transactions
Transaction
download report
Download your report:
Account verification
report
Verify bank account details & control:
Financial insights report
Analysis of account activity and transactions
Making it work for your firm
No barriers, get started today or use our APIs to integrate into your existing set-up.
Option 1
Deploy today
Get started right away.
Option 2
Integrated
Fit seamlessly into your existing systems.
Refer armalytix to another firm.
Get £100 together.
Money for you, money for them.
A better working life for you both.
