FinApp: Transactions

FinApp: Transactions

Help consumers save time and gain valuable insight by providing a consolidated view of all of their spending.
Get Started With FinApp: Transactions

FinApp: Transactions

Provide Clarity Around Spending

Through data aggregation, consumers can see the transaction date, amount, and simplified description of transactions from multiple accounts in one place. Global search and filtering functions enable users to easily locate transactions. Users can also create personalized categorization rules and organize transactions for more granular tracking.

This product is available via
  • APP
  • API

Key Features

View Transactions

View transaction details across all connected accounts

Clear & Accurate Data

Advanced machine learning techniques clarify and contextualize transaction data, making it easy to read and understand

Global Search

Global search allows users to view transactions using tags, descriptions, category, merchant name and address

Easy to Use

Transaction data is enriched with clear descriptions and merchant identification making it easy to use

Easy Viewing

Easily view projected, pending, and posted transactions for better financial management

Clear and Intuitive

View clear and intuitive transaction descriptions with Transaction Data Enrichment

Knowledge and Know How

Access our collection of white papers, eBooks, case studies, and more, packed with advice and actionable insights.