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.

SCHEDULE DEMO
SIGN UP

As part of our COVID-19 response to support the financial situation of millions of Australians, our Personal Finance API will be made available for free for a limited time. See usage limits below. 

Personal Finance

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

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

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

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

Create account

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

Create account