Based on our record, Plaid should be more popular than CiviCRM. It has been mentiond 78 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 9 months ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 10 months ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 11 months ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: 11 months ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: 11 months ago
Apart from Admidio which has already been mentioned, another option to explore is CiviCRM. Source: about 1 year ago
As a software developer, I looked at some of what they did, and some of what is commercially available for candidates. The guy who won in the races I ran in was spending $1500/month for a website that was a simple brochure. Something that could be set up for even folks running for school board might be a simple hosted brochure/blog site with Wordpress as a front-end, with CivCRM keeping track of volunteers and... Source: about 1 year ago
Https://civicrm.org/ [this works with a cms like drupal, wordpress, joomla etc]. Source: almost 2 years ago
So far I found Chatwoot, CiviCRM, Corteza, ERPNext, EspoCRM, Dolibarr, Odoo, OroCRM, Mautic, SuiteCRM and X2CRM and there are probably even much more available. It seems that Odoo and ERPNext are huge but also very flexible (with many extensions available). Source: about 2 years ago
If you are already using wordpress, you may also want to look at CiviCRM [https://civicrm.org/] for managing members etc. It is used by non-profit orgs. Source: over 2 years ago
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
EspoCRM - EspoCRM is open source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type.
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
Mautic - Mautic is marketing automation software (email, social, & more).
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.
Zoho CRM - Omnichannel CRM for Businesses of all sizes