We built Pelrio because we believe that all SMBs deserve to be successful.
Our mission is to make it easier for small businesses to simplify day-to-day complex financial management and business uncertainties with a real-time overview of their cash flow, without the need to rely on spreadsheets.
We are happy when small businesses grow through sound business decisions.
No features have been listed yet.
No Pelrio videos yet. You could help us improve this page by suggesting one.
Based on our record, Plaid seems to be more popular. It has been mentiond 78 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 8 months ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 10 months ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 11 months ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: 11 months ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: 11 months ago
AGICAP - AGICAP is a Cash flow management software designed specifically to help individuals and small businesses manage their cash flow, record their transactions and make more money.
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
FloatApp - Float is a cash flow forecasting solution for Xero, QuickBooks and FreeAgent.
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
Friday Finance - Automated pre-accounting with integrated corporate cards, spend management, and business accounts.
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.