Build an accurate income and expenditure picture for IVAs and debt solutions straight from the bank, so proposals are realistic and reviews are quick.
A proposal is only as good as the figures behind it, and forms rarely capture the whole picture.
Recalled figures miss real spending.
Collecting months of paperwork slows the case.
Annual reviews mean doing it all again by hand.
Unrealistic contributions put a plan at risk.
One open banking connection covers all three, with no extra systems to run.
Contributions based on what someone can afford.
Refresh the picture in minutes.
A plan built on their real position.
Figures that trace back to the bank.
Book a demo and we will build an income and expenditure picture on a live connection.
Book a demo