Fintech Integration Marketplace

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Datafaction

Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services. Our specialized accounting and secure bill payment solution incorporates document management, approval workflow and online integration with City National Bank.

Datafaction is an RBC company and is an affiliate of City National Bank, Member FDIC.

Datafaction

General Ledger:

  • Financial reporting
  • Bank reconciliation
  • Remote payment approval
  • Multi-users and multi-entity management with segregation of duties

Data Integration:

  • Payroll interface with leading payroll services
  • Credit card statement processing
  • Excel upload

Accounts Payable:

  • Financial reporting maintained on a cash and accrual basis
  • Drill-down functionality for financial reports
  • Streamline accounts payable process with eBills

Accounts Receivable:

  • Delivers invoices electronically
  • Distribute invoices in bulk rather than individually
  • Same straight-through processing as Bank Reconciliation feature
Datafaction

Companies that integrate with Datafaction

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.

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Datafaction

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