AI Personal Financial Manager API

Let users have full transparency on their spending and budget intelligently. Notify them of dues and share personalized tips on how to spend better.

Display spending and income aggregated by transaction category or merchant, over multiple horizons (month-to-date, monthy, yearly). Query an additional 100 financial analysis variables via our API.
Calculate for each client an available monthly budget, and suggest spending limits. Notify clients of their spending vs. budget and limits for greater engagement.
Provide spending tips to your clients, from peer comparison to recurring subscriptions, to cheaper product alternatives, for healthier spending habits.
Financial Well-being

Improve your clients' financial habits

Genify's intelligent rules-based system with an AI layer povides your clients with greater clarity on their finances and suggests tailored finanical guidance for healthier spending habits.

Features

Machine Learning-based

Running with multiple machine learning models at its core.

Low-to-no data requirements

Ready to use with your data on Day 1 thanks to pre-trained models.

Real-time

Notify users of changes to their spending habits and offer tips in real time

Customizable

Customize our engine to encompass notification trigger rules of your own

Smart suggestions

Spending limits and savings goals are suggested to each user individually based on their patterns and their peer group

Genify Dashboard

Pilot your usage of our APIs, monitor user engagement and adjust model parameters to suit your needs.

Showcase

Why Genify?

Data Security

Our servers are ISO 27001 certified and we are GDPR compliant—no data goes shared without user consent.

Premises or Cloud

Our APIs run on your premises or in the cloud. Our software has been hybrid since Day 1.

Continuous Learning

Our machine learning models improve over time.


Highly Localized

Our intelligent software is language agnostic and can be localized to all your markets with little efforts.

Data Security

Our servers are ISO 27001 certified and we are GDPR compliant—no data goes shared without user consent.

Premises or Cloud

Our APIs run on your premises or in the cloud. Our software has been hybrid since Day 1.

Start testing today

Get in touch for a demo with our technical sales team, or browse our API documentation