Logo
Sign in

OK to Spend identifies income and financial obligations in order to project cash flow and organize a financial cale

Vendor

Vendor

Envestnet | Yodlee

Company Website

Company Website

Product details

Financial Forecasting

OK to Spend identifies income and financial obligations in order to project cash flow and organize a financial cale

FinApp: OK to Spend

OK to Spend goes far beyond traditional tools that merely provide static views of finances by applying patent protected machine learning and predictive data analytics to consumer transactions. The application identifies recurring income and forecasted financial obligations while accounting for fluctuations leveraged from historic data.

Key Features

OK to Spend dynamically identifies recurring and forecasted financial obligations and income.

User-Friendly Interface

Let's consumers know how much disposable cash they have between paydays

Personalization

Personalized financial calendar provides a customized central view of upcoming financial events

Recommendations

Personalized and progressive experience offers actionable financial insights that empowers consumers

Timely Notifications and Alerts

Proactive tools help consumers stay on top of day-to-day finances

Data Intelligence

Best-in-class platform data intelligence and predictive analytics target consumers with the right products at the right time

Responsive Design

Flexible design enables users to access their financial data across various devices, user interfaces, and platforms

Forward-Looking, Engaging Financial Experience

By identifying recurring and forecasted financial obligations while accounting for fluctuations determined from historic data, OK to Spend goes far beyond traditional tools that merely provide static views of finances. OK to Spend displays upcoming recurring expenses, paycheck deposits, and financial events in a centralized calendar view. The modern and visually engaging graphical format makes it easy for consumers to see when and how much they’ll be paid and when recurring bills are due. They can also view projected balances on future dates. Personalized insights, tips, and recommendations are provided that help consumers navigate their unique financial journey.

Find more products by industry
Finance & InsuranceView all
Find more products by category
Finance SoftwareView all