Features for all industries

Light up your client experiences.
Be form free.

Forms have long been an unwelcome barrier between the information you need and the data your client’s hold.

Change up your business

Armalytix is for everyone, and we have flexible features designed for your specific needs. We’ll review your existing forms and workflows, agree the information you require and build great client experiences for you, freeing you from forms.

01

Time saved

No more chasing. Get on with the job.

02

Mistakes removed

The right client data. Every time.

03

Happy clients

Great experiences. Simply accessed.

01

Time saved

No more chasing. Get on with the job.

02

Mistakes removed

The right client data. Every time.

03

Happy clients

Great experiences. Simply accessed.

Features & benefits

What do I get?

A sophisticated tool to get the information you need from your clients

Ask the questions and get verified answers, with evidence

Get verified and analysed financial information quickly and securely

Reports designed to meet your specific requirements

Flexible control to adapt reports to the risks of the client

Stand-alone service or seamless integration into your systems

No app or software download for you or your clients

Bank-level security

A range of flexible pricing options

A better life for you and your team

The best experiences for your customers

Reports

Source of funds
analysis report

Analysis of account activity & transactions:

Proof of available funds
Analysis on accumulation and source of those funds
Large payments and receipts identified
Bank statements with marked-up transactions

Source of funds
data report

All transactions across one or more accounts:

Transactions and balances up to two years
Verified bank data
Customise requested date ranges
Multiple accounts in one report

Account verification
report

Confirm client and 3rd party accounts at any point in your process:

Verify account details direct from the bank
Prove ownership and control
Run at any point in your process
Use for clients or 3rd parties, business or personal accounts

Proof of funds report

Balance data on one or more accounts:

Up to date account balances
Verified bank details
Prove sufficient funds
Multiple accounts in one report

Transaction download report

Download your transaction report:

Complete breakdown of client bank transactions and balance
Multiple accounts in one report
Custom time periods
CSV format for simple analysis & upload

Bespoke reports

Make it bespoke:

New reports built for you
Industry-wide or company-specific
Tailored questions for clients
Data and evidence direct from client banks

Source of funds
analysis report

Analysis of account activity & transactions:

Proof of available funds
Analysis on accumulation and source of those funds
Large payments and receipts identified
Bank statements with marked-up transactions

Source of funds
data report

All transactions across one or more accounts:

Transactions and balances up to two years
Verified bank data
Customise requested date ranges
Multiple accounts in one report

Account verification
report

Confirm client and 3rd party accounts at any point in your process:

Verify account details direct from the bank
Prove ownership and control
Run at any point in your process
Use for clients or 3rd parties, business or personal accounts

Proof of funds report

Balance data on one or more accounts:

Up to date account balances
Verified bank details
Prove sufficient funds
Multiple accounts in one report

Transaction download report

Download your transaction report:

Complete breakdown of client bank transactions and balance
Multiple accounts in one report
Custom time periods
CSV format for simple analysis & upload

Bespoke reports

Make it bespoke:

New reports built for you
Industry-wide or company-specific
Tailored questions for clients
Data and evidence direct from client banks

Armalytix in action

See how we’re changing your industry:

Watch the video

Making it work for your business

No barriers, get started today or use our APIs to integrate into your existing set-up. We’ll review your existing forms and workflows, agree the information you need and build great client experiences for you, freeing you from forms.

Option 1

Deploy today

Get started right away.

Option 2

Integrated

Fit seamlessly into your existing systems.

What our clients say

“It’s all about the convenience for us and the clients, I tried it on my most difficult client and they found it very easy and completed the task straightaway - not something they’ve done before"

Ashley Farrell - Founder - Lumin Accountancy

‘Armalytix allows us to stay in control of getting the data we need, when we need it and for the correct periods. It’s a win-win situation for all parties’

Jamie Tipling - Chartered Accountant – RWCo

Testimonials

Pricing

We offer pricing packages to suit all business types, whether small firm, large firm or platform. Leave your details and we’ll get in touch to discuss. If you prefer, use the live chat to speak to us now.

Contact us

Refer armalytix to another firm.
Get £100 together.

Money for you, money for them.
A better working life for you both.

Get started today

Power up your business, create the best experiences and stand out from your competitors. Join our trusted and successful community and see how we are reshaping your industry. Get in touch to get started today.

Get started