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Build Your Own

Building your own solution has its benefits but make no mistake, it is harder than it appears.  Your team does not have to start from a blank sheet of paper.  Save time and money by leveraging our blueprints and thousands of lines of code to accelerate your application build.

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Building PFM is best for Financial Institutions who have:

  • A product vision

  • Internal technical resources

  • Funding and time

Key Benefits:

  • Own the end to end digital experience

  • Full control over the product roadmap

  • Create unique features

Jumpstart Your Development

The YDS Platform at a Glance

Our platform is engineered for scalability, efficiency and extensibility using a cloud-native serverless computing architecture. Pre-built micro applications are self-contained with processing and UI components supporting real time data processing across the environment.

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Engineered for Performance

Engineered on AWS, we have invested many hours optimizing our technology for financial management applications. Streamlining platform services to enable data processing using a lambda-based architecture built for efficiency while minimizing AWS costs.   

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Platform Service Highlights

  • Plaid API Integration

  • Pending Transaction Rules

  • Parsing System Rules

  • Master Data System

  • Data Quality System

  • Custom Category Assignment Rules

  • Dollar Sign Management Rules

  • Income, Spend, Other Rules

  • Firebase Authentication

  • AuthO Implementation

  • AES 256 Data Encryption

  • Automated AWS Environment Deploy

  • CD/CD Deployment Framework

  • Testing Data Link & Upload

  • State Management System

  • In App Purchases and Subscriptions

Flexible PWA Framework

Our applications are built using a Progressive Web Application framework. Manage one set of code and deploy to the web, Google Play Store (Android) or Apple's App Store (iOS).  

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Progressive Web Apps (PWAs) offer many benefits including:

  • Improved user experience, with fast and seamless navigation, even in low or unreliable network conditions.

  • Increased accessibility, as PWAs can be installed on any device and operate offline.

  • Cost savings, as PWAs require less development resources and can reach a larger audience without app store restrictions.

In summary, PWAs provide a native-app experience with the reach and accessibility of the web, making them an effective and efficient solution for businesses.

Feature Highlights

  • Free Cash Forecasting

  • Planning Center

  • Link Banks & Load Transactions

  • Account Balances

  • Account Transactions

  • Consolidated Transactions

  • Vendor Spend Analysis

  • Category Spend Analysis

  • Income Analysis

  • Notifications

  • Subscriptions Analysis

  • Recurring Payments Analysis

  • Configurable Tool Tips

  • Data Charting Tools

  • Light Mode / Dark Mode

  • User Profile Management

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Free Cash Forecasting

Get unique insight into the one number that creates wealth-- Free Cash Flow. We use sophisticated AI making 100s of predictions to automatically generate your monthly Free Cash Forecast.

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Planning Center

Planning a significant purchase? Vacation? Home? Car? Use custom templates to plan for your next big adventure.

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Spend Analytics

Get a comprehensive view of your spending with all your transactions automatically categorized. Non-spending transactions are automatically separated, so you get a true view of your spending.

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Recurring Payments

Tell those subscriptions you’re the boss. We identifiy recurring monthly subscriptions as well as those pesky off-cycle and quarterly subscriptions that are often overlooked.

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Balances & Transactions

Safely link to financial institutions and view transactions across all accounts or individually. We make it quick and easy to get your big-picture financial overview and then the power to drill down to specifics.

What Our Users Say

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"It is like a financial microscope that helps anyone balance cash flows on a daily basis."
Let’s start a conversion.

Let’s work together to reach your goals. Contact us at the link below and our team will be in touch.

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