Customers using our solutions
Better data. Better decisions.
That’s where our financial data aggregation API tool comes in. Our “always-on, always there” performance platform means maximum connection reliability and the highest quality data.
Our data services that power personal financial management
Accounting/Bookkeeping
Expense Tracking
Tax Preparation
Key benefits
Our transaction and statement aggregation helps your customer’s finance departments stay up to date; working simply and quickly.
- Streamline and automate processes.
- Twenty-four months of transaction data that is cleaned, categorized and direct from business accounts.
- Monitor spending by category, amount, deposit or anything else so nothing slips by.
- Prepare your taxes more easily with all the data you need from the past year, categorized for even more simplicity.
Customer Stories
Using technology to bring a human touch to accounting
Finicity Connect
Seamless user experience
Consumers easily permission data from their bank accounts with Finicity Connect. We do the rest, delivering the financial data you need to enhance your customer’s new financial experience.
More Resources
Learn more about our data solutions
Ready to see our data in action?
Start your free test drive in just minutes. Explore our API calls for transaction details
Certain open banking solutions are provided by Finicity, a Mastercard company.