Features
Customer experience made easy
Take your money management tools to the next level with our embeddable front-end widgets
Personal finance management widgets
Out of the box suite of money management tools for any screen size – with integration options that best suit you.
Intelligent search
Account holders can search their transactions in natural language, instantly.

Insight summary
Turn data into stories. Quick, personalized financial insights.

Financial calendar
Visualize past and future transactions on a calendar. Plan ahead, avoid surprises.

Forecasted Transactions
Know what’s coming. Display future income, bills, and subscriptions.

Balances over time
See balances past, present, and future. Provide clarity with interactive visuals.

Spending Analysis
Track spending by category and merchant. Spot trends, control outgoings.

How do widgets work?
What data is needed to run a widget?
How do I integrate a widget?
How can I use promotional insights?
Accurate categorization
Improve user trust and satisfaction with reliable transaction labelling that powers effective money management and budgeting solutions.
Natural language interaction
Let users take control with Intelligent Search, an easy way to ask money-related questions and get answers fast.
Increased digital banking engagement
Timely, relevant insights and personalized budgeting features based on real behaviour bring users back into your app more often.
Cross-sell opportunities
Offer the right product, such as a savings account, and increase wallet share among customers motivated to improve their financial resilience.


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