Integrating IdentityCheck with Bleez

Welcome to the seamless world of digital accounting and invoicing with Bleez, the innovative solution that streamlines bookkeeping and business management. Known for its comprehensive accounting features, Bleez is your go-to platform for managing finances with efficiency and accuracy. By integrating IdentityCheck, a leading identity verification tool, you add a robust layer of ID verification to Bleez, enhancing user trust and security.

Why Connect IdentityCheck to Bleez?

Integrating IdentityCheck with Bleez adds significant value by offering secure customer onboarding, reducing fraud risk, and ensuring compliance with industry regulations. With IdentityCheck, automated identity checks are swift and reliable, allowing accounting professionals to focus on critical tasks. Discover how IdentityCheck transformed operations for an accounting firm in this case study, achieving up to 5-10x ROI and saving crucial time.

Setting Up the Integration

1. Log into your Bleez account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen instructions to connect your IdentityCheck account.
4. Authorize the connection between Bleez and IdentityCheck using the provided API keys.
5. Configure the settings to suit your business needs, such as automatic ID verification upon client onboarding.
6. Test the integration to ensure everything is functioning smoothly.

How It Works in Bleez

Once integrated, IdentityCheck works in conjunction with Bleez’s client management feature. For example, as soon as a new client is added to Bleez, an automatic identity verification request is triggered. The client’s identity is cross-verified, and the results are promptly displayed within the platform, ensuring compliance and streamlining the KYC process.

Frequently Asked Questions

Where is the verification data stored?

All verification data is securely stored in compliance with international data protection regulations.

Can I customize the identity checks?

Yes, IdentityCheck offers customization options to tailor the verification process according to your business’s unique requirements.

What happens if a check is incomplete?

You will receive alerts within Bleez, and the system can automatically trigger a follow-up verification request.

In Summary

Integration of IdentityCheck with Bleez provides powerful identity checks that enhance security and compliance in financial management. This unique combination ensures that businesses leverage automated processes efficiently, saving time and reducing risks associated with manual identity verification. Transform your accounting operations and build customer trust with this seamless integration.