1. Log in to Our Platform Access our platform and enter your registered credentials.
This is how your company’s dashboard will look!
2. Connect Your Clients Navigate to the “Companies” section to view the list of your clients. In one simple step, you can connect new clients. All you need to do is share the link with your clients as follows:
Once you send the link, your clients will see a screen to correctly connect their ERP.
Select the ERP your company uses, in this case, Alegra.
A token will be requested. How do you obtain the token? We’ll explain it below.
3. Obtain the Token from Alegra
Log in to the Alegra application and authenticate as you normally would.
Once inside your company profile, go to the “My Business Solutions” -> “Manage My Solutions” -> “Integrations” -> “Manual Integration” section.
Done! You will obtain your token.
4. Enter the Token Back into Our Platform
Your client is now linked to your companies within our platform!
5. Access Your Clients’ Financial Information
Once your clients are registered, regardless of which ERP they use, in this case, Alegra, you will have access to all their financial information.
Benefits of Using Our Underwriting Platform
The stored information is secure.
The accounting staff will have much easier and real-time access.
If you’re applying for a loan, the risk analyst can reduce response times since they can view the company’s financial information in real-time.
Integration with any ERP your clients use.
Artificial intelligence assistance to find data more quickly.
Schedule a free demo with one of our experts and see firsthand how our platform can be tailored to your business’s specific needs.
