Provide an aggregated view of all bank accounts for your customers through a seamless, secure one-time connection. Customers can build budgets, categorize transactions and receive nudges to help them manage their income and expenditure.
Customers typically resort to spreadsheets and manual filing to manage their finances, only to go through an arduous process to understand their financial standing on a periodic basis. Lean allows your customers to pull all financial data into one place and provide additional insights on spending habits, bill recognition and much more.
To stay on top of personal finances, users often resort to creating spreadsheets and downloading CSVs of all their transactions just to understand where they are at the end of every month.
With Lean, new applications can be created to pull all of users' finances into one place and provide additional insights through categorized spending habits, bill recognition and more.
How Lean helps Personal Finance
Lean will allow PFM applications to obtain their customers’ categorized transaction history, which can then be analyzed and displayed in a conducive manner to help customers gain a better understanding of their financial lives.
PFM applications will be able to give customers a view of all balances held across multiple accounts within multiple banks so they are always aware of their financial standing. Customers can therefore make more informed judgements on how their financial decisions will affect them.