Investments
TrustFlow Ai
Account Owner Verification
- Account Holders
- Phone Numbers
- Documentation
- All Listed Address
Balance Analytics
- Available Balance
- Average Daily Balance
- Max And Min Balances
- Current Account Balance
Cash Flow Report
- True Revenue Flow, and NSFS
- Trending and Balance Insights
- Inflow And Outflow Transaction
- 24 Months Of Transaction History
Small Business Risk Metrics
- Access 52 Weekly Sales & 14 Benchmark Metrics
- Optimize Underwriting
- 360 View Of Biz Health
- Stop Repayment Issues
Payments Success Indicator
- Real-time Account Balance & Activity In A 10-Day Forecast
- Help Access The Optimal Timing For Initiating a Payment
- Reduce Defaults & Increase Revenue
Bank Statements
- FCRA Compliant
- PDF Report Format
- 12 Month Data Access
- Cover Page and Report ID
Account Balance
- Real-Time Available Balance
- Pending Withdrawals/Payments
ACH Verification
- Indicator For ACH And Real-Time Payments (RTP), i.e., Zelle
- RT Flag Indicates If The Account Can Receive and/or Send
- Used For Account Opening Or Payment Initiation
See the Connect experience in action
Easily connect your consumer’s financial accounts
The Connect experience is a simple user interface that allows your customers to permission the use of their financial data in our app or web portal.
When you're ready, check out some of these accounts to test the power and versatility of the Connect experience in the interactive demo on the right:
UserId
test
Password
profile_02
includes
Savings,credit card
UserId
test
Password
profile_07
includes
Checking, investments
userId
test
Password
profile_09
includes
Checking faild report
Total Balance
$18,738.92
Credit Cards
$23,343.56
Cash
$3,983.13
Loans
$42,570.00
Accounts
Fidelity Individual
Investment 8372
$18,738.92
Wells Fargo
Business Account 3432
$3,983.13
Bank of America
Credit Card 6723
$23,343.56
Liftoff's TrustFlow Ai Benefits
Unlock the full potential of Liftoff's cutting- edge payment and banking technology!
Online Payment Platform
Acces to same-day ACH, Real Time Payment, debit card withdraws. Set up recurring charges and fund clients 365 days a year!
Direct Banking Access
Get a clear and comprehensive view of clients revenue stream and improve overall funding decisions. Generate two years' worth of reports in seconds and Trustflow Ai will indicate the best day to withdraw funds with a 10 day forecast!
48 Metrics and 14 Benchmarks
Optimize underwriting,360 view of businesses credit risk, account verification, access 12-month sales data, 24 month cash flow reports, live bank account balances, evaluate SMB's ability to repay loans, receive monthly reports.
One In One Platform
Liftoff provides you a one-stop solution for all of your business needs. In addition to online payment platform, businesses can use features, including same-day ACH, RTP, and access to over 2,200 banks. Enhancing the underwriting process while reducing risk and defaults with TrustFlow AI.
Optimize Underwriting and Reduce Fraud Risk with AI-Powered Precision
Spend less time managing underwriting complexities and potential fraud. Our AI-driven platform enables seamless customer verification, comprehensive revenue stream analysis, and—most critically—reduced default rates. Powered by predictive analytics, our solution provides a 10-day forecast pinpointing optimal withdrawal dates when customers or businesses are having difficulty with payment issues. No more guesswork—receive the data and let the Flow guide your decisions!