Up - API
The Up API provides programmatic access to account balances and transaction data. Users can retrieve past transactions, set up webhooks for real-time event notifications, access account details, categories, tags, transactions, and webhooks. The API also allows for updating transaction categories, managing tags, and testing webhook functionality.
Accounting
Financial Planning
Investment Management
Risk Management
Personal Finance

Personas

Financial Analyst
Financial Analyst
Empower your financial analysis with our AI assistant that seamlessly retrieves and analyzes transaction data, providing valuable insights for forecasting future trends and aiding in strategic planning. Stay ahead of the curve with accurate predictions and data-driven decisions.
Use cases
Chat examples

Accountant
Accountant
Streamline your compliance monitoring process with our AI assistant that efficiently tracks financial records and ensures adherence to regulatory requirements. Stay compliant effortlessly while focusing on core accounting tasks with peace of mind.
Use cases
Chat examples

Credit Analyst
Credit Analyst
Elevate your risk assessment process with our AI assistant that conducts in-depth analysis of credit data and financial statements to determine risk levels accurately. Make informed decisions on extending credit or lending money with confidence.
Use cases
Chat examples
Transforming user intents to actions with a genie touch