Question: I need a way to automate account data insertion and provide personalized financial advice to my customers, can you suggest a tool?

If you're looking for a way to automate account data ingestion and offer personalized financial advice to your customers, MX is a good candidate. MX Technologies has a platform that aggregates financial accounts, surfaces insights and lets businesses build personalized financial experiences. The platform securely aggregates and verifies financial data, adds context and enrichment, and offers a wealth of documentation, APIs and support to make integration easy. That can help you automate account data ingestion and offer personalized financial advice to get your customers more engaged and growing.

Another good candidate is Kniru, an AI-powered financial advisor platform. Kniru offers hyper-personalized financial management with insights into investments, spending, retirement, taxes and loans. It includes features like personalized savings recommendations, bill due date reminders, overspending alerts and portfolio updates. With the ability to link accounts in the United States, Canada and India, and soon the UK, Kniru is a good candidate to offer more sophisticated, personalized financial advice to your customers.

If you're interested in automated accounting, Digits is another good candidate. The platform uses AI to offer full-service bookkeeping, instant reports and live financial insights. It offers 24/7 automated bookkeeping, AI-powered bill pay and secure sharing and collaboration. That can help you get your financial operations in order and offer insights that can help you offer personalized financial advice.