Partner Portal

Submit Your Accounts

Securely upload your account data. We handle the rest.

Drag and drop your files here

Supports Excel, CSV, PDF, and more

Bank-Level Encryption
Instant Verification

How It Works

We've simplified the onboarding process to three steps.

1. Universal Upload

Upload your existing reports in any format. No templates or formatting required.

2. Intelligent Mapping

Our system automatically standardizes, validates, and corrects your data fields.

3. You're All Set

You'll receive confirmation as soon as we start collecting.