Yodlee, ready to run.
The Yodlee integration brings aggregated account data from Envestnet | Yodlee into a case. Floowed reads the accounts, balances and transactions a customer links, checks them against your rules, and gives a person the evidence behind each outcome.
What it does.
What Floowed reads from Yodlee
- Accounts the customer linked, across banks and card providers
- Balances and account holder details
- Transaction history, with Yodlee's categorization
- Account verification details for payouts and debits
What it writes back
- A request for the customer to link accounts through Yodlee
- The account data, attached to the case as evidence
- A flag when ownership, balances or income fall outside your rules
Yodlee covers a wide range of institutions, which helps when an applicant banks somewhere smaller providers miss. Aggregated data can lag or break when a bank changes its login, so Floowed chases the customer to reconnect instead of deciding on stale data. Results are evidence for a person to review, and access runs under your own agreement with Yodlee.
How it connects.
- 1
Connect Yodlee
Using its API, under your own agreement. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Yodlee?
Yes. Floowed uses Yodlee's API under your own agreement, after the customer consents to linking their accounts.
What can Floowed do in Yodlee?
It asks the customer to link accounts, reads balances, transactions and account details, and checks them against your rules for a person to review.
Is my Yodlee data secure?
Floowed only gets the access it needs in Yodlee, never stores a password, and logs every read and write with the reason. Results are evidence a person can review, and access runs under your own agreement with the provider.
What does the Yodlee integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Yodlee. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.