LASER Financial Account Access for Salesforce
- Category rank
- #14 in Accounting
- Price from
- $199 / company / month (USD)
- Listing audit
- 64/100
LASER Financial Account Access is a Salesforce AppExchange app by LASER Accuracy, LLC. With a rating of 5.0★ from 1 reviews, it currently ranks #14 in the Accounting category.
LASER Financial Account Access is the #14 ranked Accounting app on Salesforce, with a 5.0 average rating from 1 review, as a paid app, as of Nov 12, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 12, 2026
LASER Financial Account Access ranks #14 of 154 in Accounting on Salesforce. It holds a 5.0★ average from 1 review on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2022
Cons
- −Only 1 review — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About LASER Financial Account Access
How LASER Financial Account Access works
Authenticate a Customer’s Plaid Authorization via email with the click of a button – directly within Salesforce – or automate this step from your website. The LASER Financial Account Access app allows you to download comprehensive Plaid reports, containing bank statements, historical transactions, and more, all within seconds!
After receiving authorization, users can quickly view key points of informations like NSFs, Deposits, Average Balances, and more from a custom component, broken down by account type! Using the app’s built-in custom component, see aggregated account information at a glance in Salesforce from wherever you wish.
You can also re-Authenticate and retrieve the most up-to-date information whenever you want, and customize the timeline of data you are downloading.
Key features
- ✅ Open Banking API enables real-time verified consumer bank data ✅ Gain insights from consumer-permissioned financial data in a matter of seconds.
- ✅ Gather loan applicant financials quickly and make your credit decision faster. ✅ Seamlessly integrate with Salesforce and eliminate manual document collection and manual entry.
- ✅ Users can connect their bank accounts and permission: ◾️ Bank Statements ◾️ Transaction History ◾️ Historical Balances ◾️ Current & Available Balances
