We use the same technology used by AJ Bell, PayPal, MoneyBox, Quickbooks and TransUnion and so much more. Our open banking provider Plaid, takes care of all the security and authentication. The only access we have is read-access to aggregate and analyse to return back to you. And we don’t store your raw data, it’s all encrypted.
We aren’t just another budgeting or management app. In fact, if you are looking for a budgeting tool, you’re in the wrong place. What we provide is financial intelligence, extracting the hidden insights, trends and relationships in your finances for you to understand it in depth. In business, this is called business intelligence (BI).
As of right now, we are only operating within the US. Once we expand and the demand grows for other countries, we’ll be building our app to work within those countries. But for now, next on our list is Canada.
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Our open banking provider is Plaid. Plaid connects to more than 12,000 financial institutions across the US, Canada, and Europe, so it’s almost guaranteed that your bank is supported. Write now we’re only connecting with current accounts and credit cards. Investment integrations are coming soon.
While we’d want you to stay, as would your finances, you’re not contracted to stay for any period of time. Before, you do go, we’d love if you let us know why, and maybe we can try to help you out and fix your issues. If you do leave, you’re always free to join again.