Case Studies

Moneysoft was created to help Australians manage their cash flow and net worth, and take control of their financial wellbeing.

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.

Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.

Bookipi creates innovative applications that solve finance-related problems for individuals and small businesses.

Frollo is a purpose driven FinTech from Sydney, Australia, on a quest to help people feel good about money.

Reckon is an Australian software company that provides easy to use, affordable accounting and payroll software for small- to medium-sized businesses.

Finder was created to help people make better financial decisions by making financial comparison easy for consumers.

FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.

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.

Betterfin uses the real-time data accessed through the Envestnet | Yodlee API to connect small business owners to the capital they need to succeed.

Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.

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.

For their certified online payments solution, Domuso uses the Envestnet | Yodlee Financial Data API to verify account data and certify funds digitally.

Find out how Golden uses the Envestnet | Yodlee Platform API to provide the tools and resources needed for improving senior citizens’ financial health.

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.

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.

Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.

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.

Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.