FinWise logo
FinWise
FinWise logo
FinWise For Businesses
PricingAbout
Get Started

An Open Banking Experience For Your Business

Securely access your customers' bank accounts, statements, transactions, identity, income, expenses and more.
Screenshot of the FinWise budgeting page
Screenshot of the FinWise budgeting page

Products

Connect

Securely access your customers' financial accounts and get account balances, transactions, identity information, income, expenses and more.

Get insights into your customers' spending, savings, net-worth, debt, credit score and more.

  • Accounts
    Get account balances, statements, account numbers and more.
  • Transactions
    Get transactions from your customers' accounts.
  • Income
    Get customer income insights, like amount, frequency, source and more.
  • Expenses
    See how your customers spend their money and help them save.
  • Debt
    Get insights into your customers' debt, credit score and help them get out of debt.
Screenshot of the FinWise budgeting page

Enrich

The FinWise transaction enrichment APIs let you enrich your customers' transactions data with metadata such as categories, merchants, location, payment method (Credit card, EFT, SnapScan) and more.

The FinWise enrichment APIs are some of the most advanced and accurate in the market. We make use of advanced AI and machine learning to give you the best enrichment results possible.

  • Transaction Categories
    Get accurate transaction categories for your customers' transactions. Use either our built-in categories, or define your own and our API will pick the best one.
  • Merchants
    Get accurate merchant information for your customers' transactions. Our merchant database spans millions of merchants from all over the world.
  • Location Information
    Find out where your customers' transactions took place.
  • Payment Method
    See which payment method your customers used to make their transactions.
POST /enrich
import axios from 'axios'


const response = await axios.post({
  url: 'https://api.finwiseapp.io/enrich',
  body: {
    "transaction_description": "Pick n Pay 8371 Cpt",
  }
})


// Response
// {
//   "category": "Groceries",
//   "parent_category": "Food",
//   "merchant": "Pick n Pay",
//   "merchant_logo": "...",
//   "location": {"city": "Cape Town"},
//   "paymentMethod": "Credit Card",
// }

Seamless User Experience

Our frontend module allows your customers you to seamlessly and securely connect to 1,000s of banks and financial institutions around the world.

Get set up in just a few hours, we handle all the security and complexity of connecting to accounts for you.

Our frontend module works on websites and mobiles apps, allowing your customers to connect no matter the platform and tech stack you are using.

Screenshot of the FinWise budgeting page
FinWise
© 2024 FinWiseApp, Corp.
Registered in Delaware, USA
TermsPrivacy Policy
FeaturesBudgetingNet WorthAccountsTransactionsSubscriptions & BillsTrends & AnalysisPlanning & ForecastsDeveloper API
ProductPricingSecurity & PrivacyHelp & SupportAPI Documentation
CompanyAboutOur MissionCareersAffiliates
CompareFinWise vs MonarchFinWise vs YNABFinWise vs SimplifiFinWise vs Mint.com
ToolsRetirement Calculator