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Up

up.com.au

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

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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

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Unlock Insights with AI-Powered Financial Data Analysis

Chat examples

Can you provide a detailed analysis of the recent transactions across all accounts?
I've retrieved and analyzed all recent transactions across your accounts. Based on the data, here are the key trends and insights for your review. Would you like to delve deeper into any specific area?

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

Can you help me ensure that all financial transactions are compliant with the latest regulations?
I've analyzed all financial transactions for compliance with the latest regulations. Currently, everything is in order, and no discrepancies have been identified. Rest assured, I'll continue to monitor and alert you of any potential issues.

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

Can you provide a risk assessment based on the credit data and financial statements of a specific client?
I've analyzed the credit data and financial statements of the client. The risk assessment indicates a moderate level of risk involved in extending credit. Would you like to explore mitigation strategies or further details on the assessment?

Transforming user intents to actions with a genie touch