What This Section Covers
Products and APIs that enable comprehensive personal financial management experiences — from discovering a user’s complete debt picture to monitoring changes in real time, surfacing credit insights, and enabling bill pay directly from your app. If you’re building any product that helps consumers understand, manage, or pay down their financial obligations, this is where to start.Example Use Cases
- Digital wallets that display card balances, brand art, and recent transactions
- Spend management apps that categorize liability transactions and track spending patterns
- Financial wellness platforms that surface credit scores, debt-to-income insights, and payoff strategies
- Neobanks that embed bill pay and debt repayment into the core banking experience
How Method Enables End-to-End PFM
Every PFM integration follows the same high-level journey: discover the user’s liabilities, enrich them with real-time data, surface insights, and enable action.Get Started
Getting Started
The universal 3-step setup: create an entity, verify identity, and connect liabilities.
Onboarding & Discovery
Identity verification, liability discovery, connect subscriptions, and vehicle enrichment.
Dashboard & Insights
Real-time balances, credit scores, card brands, and entity-level attributes.
Transactions & Payments
Transaction streaming, spend management, bill pay, and debt repayment.