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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our Accounting Data as a Service API allows you to connect to all major accounting service providers. You can quickly build and deploy your application with just a few lines code. Get more accurate and complete information about your customers for a fraction of the market price You can see what your customer sees directly from the source. A beautiful front-end module is available to collect accounting data from your customers in real time. It is optimized to optimize conversion rates. All major accounting software providers are supported. This allows you to access financial transactions, insights, and reports on your customers on-demand. Developers can begin within minutes and have their software deployed within hours. We created the easiest and fastest API to meet all your accounting data requirements.

Description

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Quickwork Yes 
Boss Insights No 
Co-Pilot No 
Fintech Sandbox No 
FutureVault No 
Infinant Interlace Platform No 
InsuredHQ No 
Meld No 
Microsoft Dynamics 365 Finance Yes 
MoneyGuide No 
NetSuite Yes 
QuickBooks Online Yes 
Relay No 
Riskalyze No 
Sage Intacct Yes 
Scrypt AI Yes 
Sila No 
Snowball Analytics No 
Wave Accounting Yes 
Xero Yes 

Integrations

Quickwork Yes 
Boss Insights Yes 
Co-Pilot Yes 
Fintech Sandbox Yes 
FutureVault Yes 
Infinant Interlace Platform Yes 
InsuredHQ Yes 
Meld Yes 
Microsoft Dynamics 365 Finance No 
MoneyGuide Yes 
NetSuite No 
QuickBooks Online No 
Relay Yes 
Riskalyze Yes 
Sage Intacct No 
Scrypt AI No 
Sila Yes 
Snowball Analytics Yes 
Wave Accounting No 
Xero No 

Pricing Details

Pay as You Go!
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Railz.ai

Founded

2020

Country

Canada

Website

railz.ai/

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Alternatives

Alternatives

Finicity Reviews

Finicity

Mastercard