Frollo uses two methods of aggregation to connect your financial accounts and import account and transaction data into our platform. This process is called data sharing and we have created a simplified user experience to link all of your accounts in accordance with industry standards.
- CDR Data aggregation (add link)
- Yodlee (third party screen-scraping) add link
AI-powered data enrichment
We provide market-leading accuracy in transaction categorisation and merchant identification - including name and logo. This includes a learning algorithm trained to auto categorise future transactions and recategorise historical transactions. We support personalised categories through our tagging capability, working with our automatic categorisation engine to evolve and adapt data according to personal inputs from our user community.
Buckets, Categories & Tags
We break down your budget into four main categories to help define your financial habits. As transaction data is brought into the App it is automatically assigned a category, sub-category, merchant name and logo. This data is direct from your bank or other provider and is instantly available in the Transactions tab for further personalisation.
Buckets - Income, Living, Lifestyle and Savings
Popular Categories - Groceries, Restaurants, General Merchandise, Electronics, Home Improvements, Beauty & Wellbeing, Cafes & Coffee, Furniture & Homeware, Entertainment/Recreation, Gyms & Fitness
Other Categories - we currently have 120 categories to choose from when enhancing your transactions, this is further supported by our capability to apply tags to individualise your transactions
Tagging - a great feature to further refine or identify your transactions and budget habits. You can tag, search and track your budget on a monthly or yearly cycle
- Exclude an Account (add link)
- Exclude a transaction (add link)