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Scout Finance

Integration Name:

Scout Finance

Integration Type:

Scout Finance gives you the ability to take professional-grade financial information with you anywhere.

Whether you're in the office or on the move, you have one-touch access to financial statements, analytics, documents, transcripts, call audio, and more.

Technically speaking, this is not an actual integration between Scout and Redtail, but rather an offer of a free 30-day trial of Scout's Premium Service, which normally costs $19.99 in the App Store. Once you've downloaded the app here, you can open it and, from the Login screen, you'll see the option to "Log in with REDTAIL":

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Click that option and you'll see the below:

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Enter your Redtail Username and Password and the email address associated with your Redtail account. Then, click Log In. You'll receive their Welcome Email with some details about the service and can proceed to use the Premium version of Scout for 30 days to evaluate it.

 

Scout Finance resources:

Website

Product Information

Contact Info

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