Float: Simplify Your Business Finances

Float is a financial management and forecasting tool that helps users manage business cash flow, track spending, and create flexible budgets. The platform is widely used by businesses to maintain financial oversight and streamline their financial operations.

Why Integrate IdentityCheck with Float?

Integrating IdentityCheck with Float adds an extra layer of security by allowing users to conduct seamless ID verification checks during financial transactions. This integration ensures that all parties involved are verified, reducing the risk of fraud and enhancing the trustworthiness of your financial operations.

Key Benefits of Integration

• Enhanced Security: Conduct quick and reliable ID verification checks.
• Compliance: Ensure you are meeting regulatory requirements with ease.
• Efficiency: Save time and reduce manual verification processes.

Possible Uses of IdentityCheck with Float

• Verifying the identity of team members and contractors before issuing payments.
• Ensuring new clients and vendors are authenticated before entering into financial agreements.
• Performing periodic re-verifications to maintain updated records.

How to Set Up the Integration

Follow these steps to set up the IdentityCheck integration with Float on Zapier:

1. Log in to your Zapier account. If you do not have an account, sign up here.
2. Click on "Create Zap" on the main dashboard.
3. Select Float as the trigger app. Choose a relevant trigger, such as "New Transaction."
4. Connect your Float account by following the on-screen instructions and allowing access to your Float account.
5. Next, select IdentityCheck as your action app. Choose an action, such as "Verify ID."
6. Connect your IdentityCheck account by following the on-screen instructions and allowing access.
7. Map the required fields from Float to IdentityCheck for verification purposes.
8. Click on "Test & Continue" to ensure the setup works correctly.
9. Finally, name your Zap and activate it.

How to Use the Integration

Using the IdentityCheck and Float integration allows for seamless ID verification checks. Here's how you can utilize it in your daily workflow:

1. When a new transaction occurs in Float, the integration will automatically trigger an ID verification through IdentityCheck.
2. IdentityCheck will process the ID verification and return the results to your Float dashboard.
3. The verification status can be viewed directly in Float, allowing you to take appropriate actions based on the results.
4. If the ID verification fails, you can quickly address the issue by contacting the involved party for further steps.

By leveraging this integration, you can enhance the security and integrity of your financial operations on Float, ensuring only verified individuals are involved in your business transactions.