Yodlee

Bring bank and card transactions into DataOS

This guide brings bank and card transactions that your user has linked in Yodlee (a service that connects to bank accounts) into DataOS.

yodlee.com
REST API
Financial services & market data

What you need

A Yodlee client ID and secret, a login name, and your Yodlee server address

Who can get it

Your Yodlee account contact or administrator

Where data lands

A governed table in your DataOS lakehouse

Connection type

REST API

How the connection works

Source
Yodlee
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product

The connector signs in to Yodlee with your client codes, asks for the user's recent transactions (the last 90 days), and updates the table in DataOS. It only reads transactions.

What's next

Ready to bring this data into DataOS?

See it in a demo

Watch the data land in DataOS as a governed data product. Book a demo

Read the DataOS docs

How connectors, data products and governance fit together. dataos.info

Connect another source