Account Aggregation
Connect bank, card, e‑wallet, and investment accounts (open banking where available).
Help customers master money: account aggregation, smart categorisation, budgets & cash‑flow, goals, insights & nudges, bill reminders, savings rules, investment tracking, and credit score — integrated with your channels.
Connect bank, card, e‑wallet, and investment accounts (open banking where available).
AI/regex categories, merchant normalisation, and editable rules.
Monthly budgets, envelope style, projections, and burn‑rate alerts.
Goal tracker with auto‑save rules (round‑up, percentage, schedule).
Bill calendar, due alerts, duplicate/unused subscription detection.
Spending insights, anomalies, duplicate charges, churn risk signals.
Holdings, P&L, asset allocation, and benchmark comparisons.
Score factors, simulators, and personalised improvement tips.
Shared budgets, allowances, and parental oversight options.
CSV/PDF export, consent & preferences, and data deletion requests.
Biometrics, device binding, encryption, and fraud checks.
CBS/channels, card switch, payment gateway/QR, and BI.