For platform and enterprise

Market-leading reports, seamlessly integrated.
Be form free.

Power up your offering to customers and clients with the most innovative financial checks and reports on the markets. Give them the best experience and stand out from your competitors. Simple to integrate, more time for your teams, value for your business.

Our process for powering up your business

We are empowering firms across your industry to embrace a form-free future. We provide the right reports, analysis and checks for your customers - simple to use, seamlessly integrated and hassle free:

01

Review and agree

We’ll review your existing forms and agree the information you need.

02

Perfect the process

We’ll work with you to implement successfully into your existing workflows.

03

Build the experience

We’ll build a great client experience to deliver the information you require.

01

Review and agree

We’ll review your existing forms and agree the information you need.

02

Perfect the process

We’ll work with you to implement successfully into your existing workflows.

03

Build the experience

We’ll build a great client experience to deliver the information you require.

Features & benefits

What do I get?

A range of reports already designed to meet your customer needs

Bespoke report creation for any specific requirements

Seamless integration into your systems

Multiple privacy levels

A range of flexible billing options

The best experiences for your customers

Reports

Source of funds
analysis report

Analysis of account activity & transactions:

Insights on accumulation of funds across multiple accounts
Regular incomings and outgoings
Large payments and receipts identified
Marked up bank statements for up to two years

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

Verify bank account details & control:

Verify account details direct from the bank
Verify account name
Prove ownership and control
Covers business and 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:

Insights on accumulation of funds across multiple accounts
Regular incomings and outgoings
Large payments and receipts identified
Marked up bank statements for up to two years

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

Verify bank account details & control:

Verify account details direct from the bank
Verify account name
Prove ownership and control
Covers business and 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

Integrate your way

With flexible APIs, full privacy options and an industry-leading tech team we’ll successfully and seamlessly integrate into your systems to provide the best experiences for your team and customers.

01

Customer details

You pass the customer credentials through to us.

Privacy: light

02

Customer ID

You only pass us a customer account identifier.

Privacy: mid

03

Anonymous

You pass us no customer details and we create anonymous, single-use credentials.

Privacy: high

01

Customer details

You pass the customer credentials through to us.

Privacy: light

02

Customer ID

You only pass us a customer account identifier.

Privacy: mid

03

Anonymous

You pass us no customer details and we create anonymous, single-use credentials.

Privacy: high

What our clients say

'Armalytix has allowed us to develop an industry leading source of funds report for our 15,000 professional services clients'

Richard Devine - Account Director – Veriphy

'Armalytix is simple, secure and saves a lot of time.'

Mohit Baheti - Director of Operations - Online Account Filing

‘Armalytix is an exciting development that simplifies the lives of professional service companies and clients.’

Gregor Bulloch - CEO & Founder – LifeQuay

'I had been looking for a more efficient way of gathering bank statements from our 750 clients that was secure and easy for them to use. After looking at several open banking-powered solutions, I found Armalytix was ideal for our needs.'

Wijay Kanagasundaram - Director and Co-Founder – WIS

'At MBS, we continue to automate the processes and look for innovative tools to ensure accuracy and simplicity in our filings for our clients, saving them time - the Armalytix platform is a perfect fit for us and our clients.'

Sam Morgan - Director – MBS Accountants

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.

Get started

Get started today

Power up your business, create the best experiences and stand out from your competitors. Get in touch to get started today.

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