Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid for Salesforce
By Cloudsquare
- Price from
- $275 / company / month (USD)
- Listing audit
- 66/100
Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid is a Salesforce AppExchange app by Cloudsquare.
AppRanks data: Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid has been on the Salesforce AppExchange marketplace since 2021 (5 years of tenure).
AppRanks verdict
Generated from marketplace data as of Nov 6, 2026
Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid is a Salesforce app. It has no reviews on Salesforce yet. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2021
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid
How Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid works
Cash Flow User Interface - Our custom UI helps you see everything you need relating to the applicant’s transactions and balances, up to 24 months - Removes the need for complex excel spreadsheets, and lengthy cash flow analysis - Predefine certain thresholds and run the parsing through them.
Connected to following Plaid Products - Auth: Account & routing numbers - Balance: Real-time balance checks - Identity: Bank account-holder information - Transaction: Up to 24 months of categorized data - Assets: Point-in-time snapshots of users’ finances
Sends an email to the applicant, so they can authorize the bank verification - Can be triggered automatically from a contact or opportunity - Applicants select the bank account, enter their credentials, and submit from desktop or mobile - When authorized, the data is then sent directly from Plaid to Salesforce in minutes
Automate the underwriting process - Configure important fields, such as low balance days and negative balance days - Automate approvals and declines based on their specifications and custom logic - Automation can be set easily by the end user and changed as necessary
Key features
- EFFORTLESS CASH FLOW ANALYSIS : By connecting to Plaid Transactions and Balances products, Cloudsquare BankLink gives you instant access to borrower bank account data and helps determine if they can pay back a loan.