Help Users Achieve Financial Wellness
The Future of Finances
As one of the most critical tools for consumers and small businesses, financial institutions and FinTech innovators can use Cash Flow Analysis to give their users greater insight and understanding, to strengthen customer relationships and increase engagement.
Envestnet | Yodlee Cash Flow Analysis
Key Benefits
With expense and income month to date, as well a projected cash flow forecast, users can see how income and expenses positively and negatively affect their overall net cash flow.
View Cash Flows
View historic cash flow as well as forecasted cash flow for the current month
Up-To-Date Expenses
See monthly income and actual expenses to compare against the forecast and better plan for the future
Insightful Details
User has ability to click into income and expense to see all the details needed to make better decisions
Filter Transactions
Include or exclude transactions tagged for business purposes for easy analysis
Manual Projections
Ability to manually add projected transactions for accurate forecasting
Cash Flow Analysis & Reporting
Get advice and insights from our collection of cash flow analysis resources and provide your users a useful tool for financial wellness.