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 data files. 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, for example Plaid / Banking. This data source is only for your internal testing purposes or connection health monitoring.
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.
Test run a job with any data source to make sure your destination connection is healthy. Set it to run hourly so you can monitor the health of your destination connection by way of this job.
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.