Case Studies
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Bookipi
Bookipi creates innovative applications that solve finance-related problems for individuals and small businesses.
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Frollo
Frollo is a purpose driven FinTech from Sydney, Australia, on a quest to help people feel good about money.
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Reckon
Reckon is an Australian software company that provides easy to use, affordable accounting and payroll software for small- to medium-sized businesses.
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Moneysoft
Moneysoft was created to help Australians manage their cash flow and net worth, and take control of their financial wellbeing.
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86 400
86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information about spe
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SAVVI Financial
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
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Finder
Finder was created to help people make better financial decisions by making financial comparison easy for consumers.
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FinGoal
FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
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PayPal
PayPal uses Envestnet | Yodlee's Platform API to leverage the financial data needed to validate bank accounts and account balances in real-time and reduce risk.
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Betterfin
Betterfin uses the real-time data accessed through the Envestnet | Yodlee API to connect small business owners to the capital they need to succeed.
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Rocket Dollar
Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.
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Status Money
Using the Envestnet | Yodlee Financial Platform API, Status Money enables consumers to track their finances and compare them to their peers, national averages, and custom groups.
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Domuso
For their certified online payments solution, Domuso uses the Envestnet | Yodlee Financial Data API to verify account data and certify funds digitally.
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Golden
Find out how Golden uses the Envestnet | Yodlee Platform API to provide the tools and resources needed for improving senior citizens’ financial health.
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Finvoice
Finvoice turned to Envestnet | Yodlee® to gain access to the user-permission financial data they needed to automate lending operations, expedite underwriting, and help weed out fraudulent borrowers.
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Veryfi
Veryfi was able to seamlessly connect to banking data, gain unique insights about their customer base, and benefit from the reliability, coverage, and support of Envestnet | Yodlee data.
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Curacubby
Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.
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Voatz
Voatz uses Envestnet | Yodlee’s Aggregation API to aggregate consumer transaction data across accounts in near real-time, thus allowing them to modernize the archaic voting booth experience.
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Xero
Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.
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SnapCheck
SnapCheck uses Envestnet | Yodlee’s Aggregation API to obtain account and transaction information without requiring users to manually upload bank statements.
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