PFM
An AI-powered financial wellness module that transforms raw transaction data into personalised financial insights — live and embedded in banking platforms.
What's included.
Five models to do the sorting, spot the changes and warn you before your budget breaks.
Transaction Categorisation
ML-based classification across 10+ spend categories.
Spending Trend Detection
Automated weekly and monthly pattern identification, with anomaly alerts for unusual spend.
Budget Management
User-defined budgets with real-time breach alerts and a breach predictor.
Natural Language Summaries
Daily, weekly, and monthly summaries in plain language.
Savings Goal Tracking
Goal creation with progress visualisation.
Subscription & Cash-Flow Insight
Detects recurring charges and forecasts cash position 7–30 days ahead.
Proven at scale
Trusted by enterprises,
banks, and startups.
Capabilities
Built for scale.
Integrates through an API or an embedded SDK — no rip-and-replace required.
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