Industry Solutions

Built for
Every Industry

From personal finance apps to enterprise banks, see how companies use Easy Enrichment to transform raw transactions into actionable insights.

Personal Finance Apps

Budget tracking & expense management

Help users understand their spending with automatic categorization, merchant logos, and subscription detection.

  • Auto-categorize transactions into 30+ categories
  • Display merchant logos for visual recognition
  • Detect recurring subscriptions automatically
  • Show spending insights by category
Used by companies like:MintYNABPersonal CapitalCopilot
Example
Input
"SPOTIFY P1234567890"
Output
{
  "merchant": "Spotify",
  "category": "Entertainment",
  "subcategory": "Music Streaming",
  "is_subscription": true
}

Neobanks & Digital Banks

Modern banking experiences

Deliver a premium transaction feed that rivals traditional banks with enriched merchant data and smart categorization.

  • Transform raw transaction data into readable feeds
  • Add merchant contact info for customer support
  • Enable smart search across all transactions
  • Power spending analytics dashboards
Used by companies like:RevolutN26ChimeMonzo
Example
Input
"AMZN MKTP US*2K4X9Y1Z0"
Output
{
  "merchant": "Amazon",
  "category": "Shopping",
  "logo_url": "...",
  "contact_phone": "+1-888-280-4331"
}

Accounting Software

Automated bookkeeping

Streamline expense categorization and reconciliation with MCC codes, business types, and detailed merchant information.

  • Auto-assign expense categories for tax purposes
  • Extract MCC codes for compliance reporting
  • Identify business vs personal expenses
  • Generate expense reports with merchant details
Used by companies like:QuickBooksXeroFreshBooksWave
Example
Input
"SQ *OFFICE DEPOT 1234"
Output
{
  "merchant": "Office Depot",
  "category": "Office Supplies",
  "mcc_code": "5943",
  "business_type": "Retail"
}

Corporate Expense Management

Enterprise spending control

Automate expense policy enforcement with real-time transaction enrichment and category-based rules.

  • Enforce spending policies by category
  • Flag out-of-policy transactions automatically
  • Generate compliance reports with full merchant data
  • Detect duplicate or suspicious charges
Used by companies like:ExpensifyBrexRampDivvy
Example
Input
"UBER *TRIP HELP.UBER.COM"
Output
{
  "merchant": "Uber",
  "category": "Transportation",
  "subcategory": "Rideshare",
  "is_chain": true
}

Wealth Management

Financial advisory platforms

Provide advisors with deep insights into client spending patterns for holistic financial planning.

  • Analyze spending patterns across categories
  • Identify lifestyle changes through transactions
  • Track subscription creep over time
  • Generate client-facing spending reports
Used by companies like:BettermentWealthfrontPersonal CapitalEmpower
Example
Input
"WHOLEFDS MKT 10234"
Output
{
  "merchant": "Whole Foods",
  "category": "Groceries",
  "subcategory": "Organic & Natural",
  "is_chain": true
}

Lending & Credit

Underwriting & risk assessment

Enhance credit decisions with enriched transaction data that reveals spending behavior and financial stability.

  • Assess income stability through recurring deposits
  • Identify risky spending patterns
  • Verify employment through payroll transactions
  • Detect gambling or high-risk categories
Used by companies like:PlaidUpstartSoFiAffirm
Example
Input
"PAYROLL ACME CORP"
Output
{
  "merchant": "Acme Corp",
  "category": "Income",
  "subcategory": "Payroll",
  "is_subscription": true
}

Carbon Footprint Tracking

Sustainability & ESG

Help users understand and reduce their environmental impact with CO2 category classification for every transaction.

  • Classify transactions by carbon impact (low/medium/high)
  • Track environmental footprint over time
  • Suggest lower-carbon alternatives
  • Generate sustainability reports
Used by companies like:DoconomyCogoJoroPatch
Example
Input
"SHELL OIL 12345"
Output
{
  "merchant": "Shell",
  "category": "Gas & Fuel",
  "co2_category": "very_high",
  "is_chain": true
}

Subscription Management

Track & cancel subscriptions

Automatically detect and track all recurring charges to help users manage and optimize their subscriptions.

  • Detect all active subscriptions automatically
  • Calculate total monthly subscription costs
  • Identify forgotten or unused subscriptions
  • Provide cancellation contact info
Used by companies like:TruebillTrimBobbySubby
Example
Input
"NETFLIX.COM 866-579-7172"
Output
{
  "merchant": "Netflix",
  "is_subscription": true,
  "contact_phone": "+1 866-579-7172",
  "support_url": "https://help.netflix.com"
}

Ready to Get Started?

Join hundreds of companies using Easy Enrichment to power their transaction data.

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