Plug And Play
You can get up and running quickly; no tech team is required.
Automated Workflow
May reduce manual reconciliation, which can save you time.
One Source of Truth
You can put your financial date in one place.
Running a business means you already have enough new things to learn. Your banking shouldn't be one of them. That's why we offer software integration options with many of the systems you may already use to run your business, including QuickBooks, so your financial information can flow where you authorize it to go. Available features and compatibility vary by provider, account type, and system settings. Less time manually reconciling and switching between tools can mean more time focusing on your business.
The tools we connect with.
Available integrations may change and are subject to the third-party provider’s eligibility requirements, terms, fees, system availability, and your authorization.
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QuickBooks: Streamline transaction management, and support account reconciliation through an authorized connection. Results depend on QuickBooks functionality, account settings, and data accuracy.
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Yodlee: Aggregate financial information from connected institutions into a consolidated digital view, subject to provider availability, your authorization, and the accuracy and timeliness of source data.
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Uptiq: Get a financial dashboard in online banking that connects your accounting and other business systems for a clearer view of financial performance. It offers cash flow forecasting and actionable insights to help business owners plan and make more informed decisions.
Software Integrations FAQs
Software integration connects your banking directly to the tools you already use to run your business—accounting, payroll, and financial management systems—so your information flows automatically between them. Instead of manually entering the same data in multiple places, your systems stay in sync, saving you time and reducing errors.
Right now, you can connect QuickBooks, Atomic, Yodlee, and Uptiq, with more integrations on the way. Each one solves a different need—from bookkeeping and reconciliation to payroll setup to a consolidated view of your finances across institutions.
No. Setup steps, permissions, and availability vary by provider and account type. If you'd like help getting started, contact your business banking relationship manager directly or a business banking support specialist can walk you through available options. Or call 866.755.0628 to get help.
Connecting QuickBooks may allow eligible banking transactions to synch with your bookkeeping software, which can help reduce manual data entry support account reconciliation. Syncing, categorization, and data accuracy depend on QuickBooks functionality, Member settings, and the data provided by connected accounts.
Yodlee can display financial information from connected institutions in one consolidated view, so you can monitor balances, transactions, expenses, and cash flow across authorized accounts. Information may not reflect real-time balances or all transactions, and accuracy depends on the source institution and provider availability.
Uptiq uses AI-supported tools to help identify possible financial needs or opportunities based on available information. These insights are informational only and should not be relied on as financial, legal, tax, or accounting advice.
Yes. We're continuing to build out integrations with the software businesses use most, so check back as new options become available. Have an idea for an integration that would make operating your business easier? Contact your business banking relationship manager and let them know.
FIG Credit Union does not currently charge a separate fee to connect to the software integrations listed. Third-party providers, including QuickBooks, may charge a separate subscription service, processing, or other fees under their own terms.
Click "Connect Your Tools" above to connect with a business banking support specialist who can help you set up the right integrations for your business. Contact your business banking relationship manager directly or call 866.755.0628.
*Membership eligibility required. QuickBooks, Atomic, Yodlee, and Uptiq are third-party services and are not owned or operated by FIG Credit Union. Availability and functionality of integrations may vary and are subject to the applicable third-party provider's terms and conditions. Third-party providers may charge separate fees for their services.
Connecting an eligible FIG Credit Union account to a third-party service requires authorization. Information shared through an integration is subject to applicable agreements, privacy notices, and data-security practices. Review the applicable provider's terms and privacy policy before connecting your account. You may disconnect an integration in accordance with the applicable service and authorization terms.
See FIG Credit Union's Privacy Notice for information about FIG Credit Union's privacy practices. Third-party names, trademarks, and service marks are the property of their respective owners.
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