Access up to 24 months of client transaction data securely via open banking API, categorise it instantly into custom categories, and analyse spending trends automatically over time with ease.
Access up to 24 months of client transaction data via secure Open Banking
Securely access up to 24 months of client transaction data through Open Banking APIs, enabling seamless sharing of bank balances and payment details with user consent for enhanced financial insights.
Instantaneous
Analyse client spending trends over time with powerful analytical tools
Analyse client spending trends over time with powerful tools, offering categorised insights, detailed breakdowns of monthly costs, and a comprehensive view of spending history.
Automated
Instantaneously categorise client transaction data, with custom categories of your choice
Instantly categorise client transaction data with custom categories of your choice, allowing for personalised organisation and providing deeper insights into spending patterns and financial behaviour over time.