Simplify financial data collection and AML workflows. The TaxCalc Armalytix integration connects Engager with Armalytix’s financial data and compliance tools, helping practices collect, analyse, and review client financial information with ease.
Gather bank data, support AML checks, and review financial insights through one connected workflow designed to improve accuracy and reduce admin.
From collecting bank data to supporting AML checks and source of funds reviews, the Armalytix integration helps practices reduce manual processing and gain clearer financial visibility.
Collect bank transaction histories, analyse financial information, and support AML and source of funds checks using open banking, statement scans, and automated insights.
Manage financial data collection and client workflows through Engager while keeping requests and compliance activity organised in one place.
Get connected quickly, then streamline financial data collection and analysis across your practice.
Connect your accounts
Link Engager and Armalytix through the integrations section and start managing financial data collection through one connected process.
Collect financial data
Request bank data, statement uploads, and financial information directly from clients using Armalytix’s connected workflows.
Review insights and compliance data
Analyse transaction histories, review financial insights, and support AML and source of funds checks using data collected through Armalytix.
.png)
Armalytix at a glance
Armalytix is a financial data and compliance platform designed to help accountancy professionals collect, analyse, and review client financial information more efficiently. It supports open banking, statement scanning, AML checks, source of funds verification, and financial analysis through one connected platform.
Reduce manual checks and improve financial visibility
The Armalytix integration helps practices collect financial information more efficiently, reduce manual processing, and improve visibility across client financial data.
Financial data collection
Collect bank transaction histories, account balances, and financial information through open banking, statement uploads, and CSV files without repeated manual requests.
AML and compliance support
Support AML compliance with ID verification, Peps and Sanctions checks, ongoing monitoring, and source of funds verification through one connected workflow.
Faster financial analysis
Review transaction histories and financial insights quickly, helping your team identify relevant information and reduce time spent analysing client data manually.
