Your customers look to you to help them manage and improve their financial lives. They want deeper insights to make smarter decisions. The fuel? Rich data
That’s our job. Finicity delivers the data you need, how you need it and when you need it, with an easy-to-use and award winning API. And we’ve been doing it for over a decade. We ensure maximum connection reliability and high data quality with an always-on, always there support model.
Transaction aggregation
We provide an initial 180-day transaction history, along daily refresh and refresh upon customer demand. Data delivered includes:
Account history aggregation
Our service delivers up to 24-months of transaction history as a one-time data pull. This is often complemented with transaction aggregation to provide a daily view into account activity. Data delivered includes:
Statement aggregation service
We custom built this solution to provide you the ability to validate account information by downloading the previous month financial institution statement. By accessing a statement we provide key data on the account and account holder within the branded report wrapper of the financial institution.