AI Personal Financial Manager
Let your users converse with an AI agent and access all the insights that can be found in their banking transactions. Give them transparency on spending and income, smart budgeting, advice to reach saving goals or spend less, and relay your bank product information.
Provide a full PFM experience via chat.
Genify's conversational assistant offers a complete "PFM" experience via chat. Powered by a fine-tuned open source LLM and years of experience building PFM software. All of Genify's APIs in a single product offering a unified experience to your users. PFM, without the burden of building a front end.
Features
Source Agnostics
Enrich transactions from any source, including open banking.
Multi-Lingual
Enrich transactions in English, العربية, русский, 中文 or any other language.
User Feedback Loop
Allow your users to make corrections so Genify’s engine learns from them.
Smart suggestions
Spending limits and savings goals are suggested to each user individually based on their patterns and their peer group
Machine Learning-Based
Running with multiple machine learning models at its core.
Use cases
Power your fintech products with Genify
Delightful Transaction List
Offer the most visually appealing transaction feed.
Personal Finance Management
Help people understand where their money goes.
Ease of Integration
Via a vast, well-documented set of API endpoints
ISO 27001
Our servers are ISO 27001 certified, and our data usage is compliant with GDPR
On Premises or Cloud
Our API runs on your premises or in the cloud, thanks to a hybrid build since Day 1
Continuous upgrades
Your subscription gives access to new features, sourced directly from our existing users
