Flatly for Auditors is an offering from Flatly that allows your clients to access a customized version of Flatly that syncs directly to your data cloud.
Billing is waived for your clients.
You as the auditor subsidize a minimum of 10 clients/users.
Clients can only select your company as a Destination.
Clients have only blind one-way upload access to your cloud.
Clients' company names are stamped into banking data files (transactions or balances). For example: transactions_last30days_acme_inc.csv
For a full list of supported clouds see:
To get started, create a new Flatly account using the email that you intend to use for ongoing connection management as the auditor.
Then connect any data source, usually Plaid / Banking. This data source is only for your internal testing purposes.
Connect your data destination (OneDrive, Amazon S3, Azure, etc.) and rename (left-click on the connection's name) it with a prefix like _PRODUCTION_LOCKED.
Submit a ticket to Flatly Support via the in-app chat with the following:
A URL to an SVG image of your company's logo.
A URL to your app's Privacy Policy.
A request to convert your account and data destination for Flatly for Auditors.
Support will provide you with three steps:
A sign-up link you can share with your clients.
You may test this sign-up link using a different email, to preview the clients' experience.
Subscribe to bundled pricing of at least 10 users on your Account page.
Consider writing a 1-2 page guide for your clients walking them through your recommendations. Host it at a URL you manage.
Done. Your clients' data will be refreshed on an ongoing basis in your data cloud.