Envestnet l Yodlee Integration

Today we’re excited to announce our no-code integration with Envestnet l Yodlee FastLink, which makes it easier for your customers to find and connect their bank accounts in a variety of financial apps and services. Envestnet l Yodlee enables user-permissioned account data to be pulled into platforms like Xero for tasks like accounting, expense management, and money movement. 

Similar to our Plaid Exchange and Intuit integrations, this new integration gives you the opportunity to be listed as an available data source on the Yodlee platform.  

“Our goal is to abstract away the administrative drag of running a startup. This integration enables a more seamless connection between our banking offering and our customers’ accounting software.”

- Sumukh Sridhara, Head of Product, AngelList Stack

Unit has simplified the process so that there’s no coding or setup required to integrate with FastLink. Unit’s customers avoid the estimated 2-6 weeks of engineering time that it would take to integrate with FastLink directly.

If you would like to learn more about the Envestnet l Yodlee integration, please read our guide and contact your Customer Success Manager to get started.