We must admit - Yodlee is an unreliable partner!
Hello Zoho,
Our Yes Bank account intergration is messed up since the beginning and the problem has not been addressed yet.
With bad synchronization, poor categorization of transactions, duplicate/unknown copies of accounts, no support, geared at income/expenses, frequent failures to fetch the latest feeds, inability to work with certain banks etc and etc.
Zoho need to look for alternatives palyers in the market as applicable such as Plaid, Perfios, Stripe, Codet, Merge, Truelayer, Xignite, Dwolla, Fxer.io, Railsr, Yapily, Segmint, Flinks, Rebel, MX, Personal Capital, Finicity, Akoya, Synapse, ndgit, Fabrick, ByAllAccounts, Q2, Mint, Thrive, Rudder, ACI Worldwide, Wesabe, etc
The inability to access live bank feeds can disrupt business operations in several ways, particularly for businesses that rely heavily on real-time financial information and transactions. Here are some ways in which this disruption can occur:
Delayed Financial Reporting: Live bank feeds provide up-to-date information on cash flow, account balances, and transactions. Without access to this data, businesses may experience delays in generating financial reports, which can hinder decision-making and financial planning.
Inaccurate Cash Flow Management: Live bank feeds help businesses track their cash flow in real time. Without this information, it becomes challenging to manage cash effectively, leading to potential cash flow problems and difficulties in meeting financial obligations, such as paying bills and employees.
Payment Processing Issues: Businesses often use live bank feeds to verify incoming payments and reconcile accounts. Without access to this information, they may encounter difficulties in identifying and processing payments promptly, which can lead to customer dissatisfaction and cash flow problems.
Reduced Financial Visibility: Live bank feeds provide a comprehensive view of a company's financial position. The absence of real-time data can limit a business's ability to assess its financial health accurately, potentially leading to overspending or underutilization of resources.
Increased Risk of Fraud: Live bank feeds can help detect unusual or unauthorized transactions quickly. Without this capability, businesses may be more vulnerable to fraudulent activities, such as unauthorized withdrawals or payments.
Compliance and Auditing Challenges: Businesses often require accurate financial records for compliance purposes and audits. The inability to access live bank feeds can make it difficult to maintain accurate records, potentially resulting in compliance violations or audit difficulties.
Operational Inefficiencies: Manual data entry and reconciliation become necessary when live bank feeds are unavailable. This can lead to operational inefficiencies, increased labor costs, and a higher likelihood of errors in financial records.
Customer Service Issues: For businesses that handle customer payments or transactions, the inability to access live bank feeds can result in customer service issues. Delays or errors in processing customer payments can lead to dissatisfaction and potential customer loss.
Decision-Making Impairment: Real-time financial data is essential for informed decision-making. Without live bank feeds, businesses may make decisions based on outdated or incomplete information, leading to suboptimal choices.
Increased Stress and Uncertainty: Business owners and financial professionals may experience heightened stress and uncertainty when they lack access to real-time financial information. This can impact their ability to manage the business effectively.
Zoho need to explor options for integrating accounting and financial management software with live bank feeds can help maintain accurate and up-to-date financial information which are the most critical part of any business organisation.
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