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The Unified Platform for
A single point of access to all your customers’ documents and information.
DATA CAPTURING & PROCESSING
A tool for every need
Documentation Area
Let your customers connect or upload ALL the documents you need. We do the magic!
1
Configure with all the documents you need
ID card, last 3 payslips, last 2 Tax Returns, Proof-of-employment... and any other document you could imagine.
2
Smart feedback to optimize doc collection
We notify your customer when a document uploaded is not requested, is expired or is not valid, making doc collection 10x easier and faster.
3
AI-powered labeling, processing and verification
We automatically tag, process and verify all the documents added to prevent fraud and drastically reduce ops.
Open Admin
Get access to the documents and data directly from the source on a permission basis
1
Directly connect with Tax, Employment, and many other Authorities
Let your customers collect and share the docs and data in seconds by directly connecting with the Public Authorities.
2
Manage customers’ consent and authorization
Give full control to your customers over the data shared, while keeping it secured, compliant and reliable by default.
3
Real-time access to the data collected
Get access in real-time to the documents and data collected from your customers to speed up your flow..
Payslip AI
Verify and parse into JSON any payslip
1
AI processing into structured data
Our ML/DL models detect, classify, split, extract and structure any type of payslip into JSON format to directly plug it into your system.
2
Automate ops with our validity checks
Verify payslips consistency, accuracy, security and ownership thanks to our validity checks. Reduce manual review and human errors while putting your operations in autopilot.
3
Add extra context to kill fraud
Cross-reference with other documents and data you have collected from your customers to spot document manipulation, forgery and impersonation.
Docs AI
Cross-reference with the original and process official docs into structured data
1
Classify and tag docs from Public Authorities
Detect, classify and tag documents such as Tax Returns, Certificates and many others, one by one or in bulk.
2
Get the original file
From a poor-quality picture or a scanned document to a perfect original pdf. Automatically download the original file from the source to cross-reference against the data.
3
Parse into structured data
Get access to the JSON of the documents processed together with the original files.
IDENTITY VERIFICATION
Simplify identity verification (IDV) with the strongest market standards
1
Available in 190+ countries
Allow your customers to use ID card, passport, residence permit, and/or driver license in more than 190 countries.
2
Liveness check and document security
Verify ID documents based on several checks such as anti forgery, anti spoofing, among others. Add liveness check to make your IDV compliant for highly regulated markets
3
Detect, classify and manage IDV in bulk
Detect, crop, tag and process ID documents in bulk thanks to our IDVerification API.
A suite of powerful tools tailored to your needs and your scale
Off-the-shelf solutions ready to distribute
No IT team? No problem. Go live in minutes with our no-code products.
Fast implementation in your journeys
Use our low-code solutions to get the perfect balance between flexibility and IT investment.
Powerful APIs to get maximum control
Seamlessly integrate some or all our products within your products.
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MAGICLINKS
Pre-built links to share across your channels
1
Create the links you need
Configure them with the documents and data you need to collect for all your customers' segments.
2
Share the links, massively
Designed to be included in any of your communication channels (email, SMS, WhatsApp, CRM, ...).
3
Document and data collection in autopilot
Get access to the documents and data collected in real-time in our dashboard or your connected CRM.
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QR code & POS INTEGRATION in-store
QR/POS integration to collect the data in your store
1
Create QR codes and/or integrate in your POS
Configure them with the documents and data you need to collect for all your customers' segments.
2
Access data at your front desk
Customers scan the QR and connect their data directly from their smartphones.
3
Approve the operation, right there!
Approve or deny the operation in minutes with your customer in front, all thanks to the data collected.
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ASSISTED SESSIONS
Let your backoffice assist the customer on the phone
1
Create an Assisted Session on the dashboard
Select the template from your list, add customers' email and guide them while on the phone.
2
Follow the steps
Customers share the OTP received with your agent to confirm the connection and follow the steps.
3
End-to-end consent management
Customers receive an email with the data to be shared and the data finally shared with your team.
BUILT-IN INTEGRATIONS
Integrate with your stack without a single line of code
1
Activate your integration
Connect Permisso with your Salesforce, Hubspot, Pipedrive, Airtable, Google Drive and many others in a couple of clicks.
2
Map documents and datapoints
Select a storage location for your documents and map your CRM fields to the collected data points.
3
Get everything synced in autopilot
Get docs and fields automatically populated in your CRM every time a customer connects or uploads a document.
API INTEGRATION
Unlock the full potential of our tech with our RESTful API
1
Best-in-class documentation
Easy to integrate with examples, test environments, and everything you could need to get up and running in days not months.
2
Reliability engineered to support your scale
Avoid downtime even during peak periods. Our robust API is bulletproof for maximum coverage and minimal latency.
3
The perfect balance between flexibility and control
Integrate our solutions within your stack for an even-smoother experience and maximum control of the input and the output.
Love for Permisso
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With Permisso, we have strengthened our mortgage processes in Spain and Portugal, where our clients connect their documents and data instead of manually passing them over, reducing both document collection and operation times.
At UCI, we see Permisso as a key technological partner. Its integration into our digital ecosystem as a document manager has allowed us to design an end-to-end mortgage process focused on the customer experience, simplifying the process of sharing documentation, its analysis, and data processing while reducing friction points, which has taken our digital value proposition to another level.
The integration with Permisso enables us to improve our users' experience and offer them real offers in less than a minute, establishing Permisso as an essential strategic partner in optimizing our operations.
At Vamos, we have been using Permisso (formerly Bankflip) since 2022 and we are delighted. They have helped us manage twice the number of monthly operations without needing to increase our team of commercial agents.
At APTD, we have reduced the preparation time for Personal Insolvency (LSO) case files by over 80% and increased the number of files submitted to court monthly by 128%, all thanks to the use of Permisso's tools.
Permisso helps us verify and collect our clients' documentation in minutes, which provides us with the agility needed to file our Personal Insolveny (“Ley de Segunda Oportunidad”) case files.
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At Total Renting, speed is a key factor. Our clients want our cars, and they want them now. Thanks to Permisso, we can complete a renting operation in minutes and fully automated, multiplying our sales and significantly reducing operational costs.
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As CEO of Renting Finders and Swipcar, we use Permisso’s Documentation Area for the entire client document collection process in vehicle renting. This functionality allows us to integrate all the capabilities and intelligence of their tools in a few days into a 'customer area' for our brands, where our customers can upload, connect, and process the operation in real-time.
