Instantly validate bank account details without the need for manual verification or data entry.
Customer-Entered Account Validation
Ability to validate bank account details entered by customers, ensuring they are accurate and valid.
Enhanced User Interface
Ensures a streamlined user experience and eliminates the need for switching between different applications.
Fraud Mitigation and Secure Transactions
It helps reduce the risk of fraudulent transactions and ensures accurate payment processing.
Efficient Onboarding and Update Verification
Allowing quick validation of bank account details during the onboarding process or when updating vendor information.
Generous Monthly Validation Limit
Validate up to 1000 bank verifications per month, validate up to 20 bank verifications for the trial version.
Prerequisites
Prerequisites
You must be Zoho CRM's super admin.
Zoho CRM Enterprise Edition or higher is required.
It validates the details of banks in India.
Support
Frequently asked questions
Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
Use Cases
Bank Account Details Validation
The system automatically verifies the bank account details provided by customers or leads in Zoho CRM, ensuring accurate and valid account information for payment processing and transactions.
Real-Time Bank Verification
Upon entering bank account details, the system connects to external bank verification services to cross-check and validate the account holder’s information in real time.
Automated Alerts for Invalid Accounts
If the bank account details are found to be invalid or mismatched, the system triggers alerts to notify the sales or finance team, prompting them to follow up with the customer.
Compliance and Reporting
The system generates compliance reports that track verified and invalid bank account details, helping the organization ensure adherence to financial regulations and streamline payment processing.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
