Why use our API?
Financial Apps’ API provides connectivity to 16,000+ financial institutions, including banks, investment accounts, loans and credit cards, all refreshed on a daily basis. Our platform provides account and user management capabilities, statements gathering, alerting and monitoring. Built as a multi-tenancy, cloud hosted platform; our infrastructure scales as your business grows and saves you time, saves you money and offers the most comprehensive set of features for your financial solution needs.

Data aggregation
At the foundation of any financial solution is data aggregation. Global in scope, our connectivity reaches over 16,000 financial institutions throughout the United States, Canada and Europe. We aggregate data from an array of account types, including banks, investments, loans and credit cards and continuously update this data through nightly account refreshes.

We aggregate

• Accounts & transactions
  Normalized and categorized data from banks, investments, loans and credit cards.
• Statements
  PDF bank statement downloads up to 12 months historically.

Account monitoring
Our platform has the capability to continuously monitor your customers’ accounts and provide you with daily notifications for upsell & cross-sell opportunities. By configuring parameter-driven alerts and packaging them into different portfolios that targets specific types of activity, you can be alerted of potential risks and opportunities. Our monitoring and alerting system provides you with a real time financial picture of your customers that can be leveraged in many market verticals.

Get alerted when:

• An NSF or NSF protection events occur
• Large deposits occur. (e.g. a deposit greater than 20K)
• Payroll events occur
• Balance crosses a predetermined threshold
• Large withdrawals occur