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LASER Financial Account Access

By LASER Accuracy, LLC

Access Financial Account Data in Salesforce

$299   USD/company/month

Discounts available for nonprofits

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Industries
Automotive
Financial Services
Travel, Transportation, & Hospitality
Business Need
Productivity
Finance
Accounting
Requires
Sales Cloud
Revenue Cloud
Experience Cloud
Compatible With
Experience Cloud
Financial Services Cloud

Experience seamless financial account access with LASER and Plaid: Empower your borrowers to authenticate their accounts and effortlessly sync bank and income data into Salesforce.

  • LASER Credit Access Company Overview

  • The LASER Credit Attributes app

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
A Plaid Account is required, which we are happy to assist with.

App Details

Version
LASER Financial Account Access/May 2026 8.3.0
Listed On
11/29/2022
Latest Release
05/22/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 41
Custom Tabs: 12
Custom Apps: 1
Lightning Components
Global: 11
App Builder: 0
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/08/2022

Additional Details

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.

Need help?

LASER Accuracy, LLC

Midlothian, VA USA

Support Phone8045853144
Other ResourcesEmailTerms & Conditions