Yodlee - Core APIs
The Yodlee Platform APIs provide a wide range of operations for managing API keys, documents, transaction categories, provider accounts, notifications, holdings, accounts, transactions, categorization rules, net worth, user data, access tokens, subscriptions, addresses, historical balances, securities, preferences, and more. Unique features include generating API keys, initiating verifications, managing subscriptions, and handling various financial data-related tasks.
Financial Planning
Investment Management
Accounting
Risk Management
Personal Finance
API Management
Application Security
Development Frameworks
Utilities
Application Monitoring

Personas

Financial Analyst
Financial Analyst
Enhance your financial data analysis capabilities by leveraging AI assistance to analyze complex data sets, forecast future trends, and support strategic planning. Streamline your workflow and make data-driven decisions with ease.
Use cases
Chat examples

Auditor
Auditor
Simplify compliance monitoring tasks by utilizing AI assistance to verify financial and accounting records accurately, ensuring adherence to established standards and regulations. Enhance audit accuracy and streamline verification processes.
Use cases
Chat examples

Controller
Controller
Optimize budget management processes by harnessing AI-driven insights to streamline financial reporting, enhance audit oversight, and ensure efficient allocation of resources. Empower your financial operations with intelligent automation.
Use cases
Chat examples
Transforming user intents to actions with a genie touch