SaaSipedia

Yodlee

yodlee.com
Financial Management
Few Days

Connect Data. Activate Insights. Drive Growth.

How to Replace Yodlee
Compare:vs Tulipvs SalesVuvs MRPeasy

Overview

Yodlee is a financial data aggregation and intelligence platform that empowers financial institutions to transform financial data into actionable insights. With 25 years of innovation, it connects over 601M consumer accounts across 19K+ data sources to help institutions personalize experiences, grow assets, and build customer relationships.

Features

17 features across 13 categories

AI(1)

AI-Powered PersonalizationAI

Create hyper-personalized customer experiences powered by AI and data

Also in: monday.com, Notion, Airtable

API(1)

Open Finance APIs

Access permissioned financial data with trusted APIs for integration

Also in: Hunter, Lacework, LiveKit

Analytics(1)

Cash Flow Analytics

Analyze customer cash flow data to make smarter lending decisions

Also in: Hugging Face, Notion, Smartsheet

Business Management(1)

Business Financial Management

Support SMB growth with financial visibility and insights

Also in: Jobber, Setmore, Acuity Scheduling

Data Aggregation(2)

Account Aggregation

Connect and aggregate financial data from multiple sources to provide unified customer financial visibility

Enterprise-Grade Data AggregationPremium

Scalable, secure data aggregation platform built for enterprise financial institutions

Data Connectivity(1)

Direct Connections

Direct connections to 19K+ data sources with >91% direct connection rate

Data Intelligence(1)

Data Enrichment

Enrich raw financial data with intelligent insights and analytics

Also in: Signifyd, Kount, Hippo Home Insurance

Financial Management(1)

Personal Financial Management (PFM)

Guide financial behavior toward personal goals with insights and recommendations

Also in: Ivanti, Mitratech, Mavenlink

Integration Tools(1)

FastLink

Quick and effortless aggregation integration for finance apps, fund transfers, and account organization

Lending(2)

Alternative Data Intelligence

Leverage alternative data sources to expand credit access and lending decisions

Credit Solutions

Expand lending with alternative data intelligence and cash flow analytics

Payments(2)

Embedded Finance

Enable embedded financial tools and customer insights within merchant and payment platforms

Payment Enablement

Verify accounts quickly and reduce friction in payment processes

Verification(1)

Account Verification

Quickly verify accounts to reduce friction in customer onboarding and transactions

Wealth Management(2)

Held-Away Assets Discovery

Unlock and identify client assets held at other financial institutions

Wealth Management

Capture assets with connected client intelligence and deliver personalized advice

Cost Calculator

Pricing data not available for Yodlee. Check their website for current pricing.

Build vs Buy

Should you build a Yodlee alternative or buy the subscription? Estimate based on 17 features.

Buy Yodlee

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$12,000
Maintenance$180/mo
3-year total$18,480
Dev time~1 months

Buying Yodlee saves ~$18,480 over 3 years vs building.

Estimates based on 17 features and a BuildScore of 4/5. Actual costs vary.

Integrations

5 known integrations

Advisor360°Axos BankIGG SoftwareJPMorganChasePayPal