Personalisation starts with great quality data
Empower customers to make better financial decisions
There has never been a more uncertain time for Australians. Many are turning to PFMs to take stock of their finances, manage expenses, and cut discretionary spending. Our PFM API can help you form a clear and accurate profile of your customer, so that you can deliver personalised insights that helps them achieve financial stability and peace of mind.
Learn more about our fully compliant Open Banking APIs here.
Personalisation starts with great quality data
Empower customers to make better financial decisions
There has never been a more uncertain time for Australians. Many are turning to PFMs to take stock of their finances, manage expenses, and cut discretionary spending. Our PFM API can help you form a clear and accurate profile of your customer, so that you can deliver personalised insights that helps them achieve financial stability and peace of mind.
Here’s what you can do with clean, accurate data
Better UI: Present a clean user interface with correct merchant name, location and category
Accurate insights: Deliver data-driven budgeting, investing, savings and recommendations
Build trust and loyalty: Show customers they can trust your advice by getting the basics right
See our PFM API in action
Here’s what you can do with clean, accurate data
Better UI: Present a clean user interface with correct merchant name, location and category
Accurate insights: Deliver data-driven budgeting, investing, savings and recommendations
Build trust and loyalty: Show customers they can trust your advice by getting the basics right
See our PFM API in action
FINCHXP MACHINE LEARNING PLATFORM
Market leading accuracy
on merchant name, location and category
240+ categories
including 20+ banking categories (fees, transfers)
Real-time solutions
to deliver hyper-personalised insights
Secure platform
Sydney-based servers using ISO-27001 services
Ready to take our PFM API for a spin?
Here’s what you’ll get:
Free test plan to get started with 100 end-users
COVID PROMO plan: free for your first 1000 end-users, up to 1000 transactions each, for 90 days
Overnight data intelligence services of up to 1 million end-users or 10 million transactions per job
240+ categories for the modern, digital economy
Transaction information includes merchant name, location, and more
Service level guarantee
API support for CSV, JSON, ORC, Apache Parquet and Avro formats
Data channel support for bank-direct, Open Banking or via data aggregators: Basiq, Moneytree, Proviso, and Yodlee
JWT authentication signed using cryptographically secure Client ID/ Secret Key, 3600 sec valid Tokens via HTTPs only
Ready to take our PFM API for a spin?
Here’s what you’ll get:
Free test plan to get started with 100 end-users
COVID PROMO plan: free for your first 1000 end-users, up to 1000 transactions each, for 90 days
Overnight data intelligence services of up to 1 million end-users or 10 million transactions per job
240+ categories for the modern, digital economy
Transaction information includes merchant name, location, and more
Service level guarantee
API support for CSV, JSON, ORC, Apache Parquet and Avro formats
Data channel support for bank-direct, Open Banking or via data aggregators: Basiq, Moneytree, Proviso, and Yodlee
JWT authentication signed using cryptographically secure Client ID/ Secret Key, 3600 sec valid Tokens via HTTPs only
