Founded in January 2019, Upswot technology serves dozens of financial institutions helping them to build loyalty and grow engagement among their SMB clients. The platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business critical SaaS applications.