Consistent, accurate data
The building block of consumer-permissioned financial data—transactions. We present them cleaned, categorized and direct from financial institutions so you know they’re accurate and versatile.
Data includes:
Account Balances
Investment Positions
Expense Categorization
Normalized Merchant Name
Pending Transactions & Transaction Descriptions
Key benefits
We provide maximum connection reliability and high-quality financial data aggregation with always-on, always-there support capabilities.
- Categorized, cleaned, accurate data
- Customizable date ranges
- Simple customer experience
FCRA compliant solutions
A 24-month snapshot of the consumer’s financial transaction data, now delivered within FCRA requirements. More accurate, compliant data for you and a better experience for the consumer.
Now imagine what you can do
It’s not just about having the best data and insights. It’s about having a platform to innovate, transform and create.
Verify data from incoming deposits, to balances or account activity
Real-time refreshes for up-to-date data aggregation
Check for balances, payments, rewards, monitoring or upsells
Use our FCRA-compliant Transaction Report
Bank transaction history and categorization API
Check out our APIs for bank transactions, account history and categorization. Get started and test our APIs or view our documentation at Mastercard Developers.
More Resources
1-800Accountant
Using technology to bring a human touch to accounting
Connect with us
Chat with sales to get started using our data for better insights
Emburse
Delivering deep insights and the best expense management solution
Certain open banking solutions are provided by Finicity, a Mastercard company.