Finicity is part of the Mastercard family. Our open banking platform provides the financial data you need.

Transactions

Tasking the mystery out of transaction histories

All of the account and transaction data you need

Consistent, accurate data

The building block of consumer-permissioned data—transactions. We present them cleaned, categorized and direct from financial institutions so you know they’re accurate and versatile.

Data includes:

Account Balances

Investment Positions

Expense Categorization

Normalized Merchant Name

Pending Transactions & Transaction Descriptions

Key benefits

We provide maximum connection reliability and high-quality data with always-on, always-there support capabilities.

  1. Categorized, cleaned, accurate data
  2. Customizable date ranges
  3. Simple customer experience

FCRA compliant solutions

A 24-month snapshot of the consumer’s financial transaction data, now delivered within FCRA requirements. More accurate, compliant data for you and a better experience for the consumer.

Now imagine what you can do

It’s not just about having the best data and insights. It’s about having a platform to innovate, transform and create.

Verify data from incoming deposits, to balances or account activity

Real-time refreshes for up-to-date data aggregation

Check for balances, payments, rewards, monitoring or upsells

Use our FCRA-compliant Transaction Report

More Resources


1-800Accountant

Using technology to bring a human touch to accounting


Connect with us

Chat with sales to get started using our data for better insights


Emburse

Delivering deep insights and the best expense management solution

Certain open banking solutions are provided by Finicity, a Mastercard company.