Introduction

Kiwili offers an all-in-one ERP and online account management solution designed for small businesses. With a mission to simplify business management, Kiwili equips users with tools for invoicing, project management, and time tracking. When integrated with IdentityCheck, Kiwili transforms into a more powerful tool by seamlessly incorporating robust ID verification.

Why Connect IdentityCheck to Kiwili

Connecting IdentityCheck with Kiwili ensures a streamlined process for verifying the identity of clients and partners, enhancing your business’s efficiency and security. This integration optimizes your workflow by automating KYC checks, reducing the time spent on manual identity verification, and maintaining compliance effortlessly.

An illustration of its impact can be seen in the Wardle Partners case study, where IdentityCheck facilitated significant time and cost savings.

Setting Up the Integration

1. Log into your Kiwili dashboard.
2. Navigate to the integrations section and search for IdentityCheck.
3. Click on “Connect” and follow the prompts to authenticate your IdentityCheck account.
4. Configure the settings to match your business needs, selecting which modules will use identity verification.
5. Save your settings to complete the integration process.

How It Works in Kiwili

Once integrated, IdentityCheck works within Kiwili to verify the identity of new clients directly during onboarding. For example, when adding a new customer in your client database, IdentityCheck automatically performs a KYC check, verifying their ID in seconds and storing the results securely within Kiwili.

Frequently Asked Questions

What happens to the identity verification data?

All ID verification data is securely encrypted and stored within Kiwili, ensuring compliance with data protection regulations.

Can I customize the verification process?

Yes, you can tailor the ID verification settings to fit your specific business requirements during the integration setup.

What if a verification process is incomplete?

In the event of an incomplete identity check in Kiwili, you will receive an alert with options to manually review or reconfirm the client’s credentials.

Final Thoughts

Integrating IdentityCheck with Kiwili not only enhances your business’s account management capabilities but also ensures you are maintaining the highest security standards with ease. Experience a seamless ID verification process and boost your operational efficiency today.