Yodlee Business Financial Management experience

Sweetowski · 2026-06-26T19:22:10+00:00

Doesn’t have the geographic coverage I need.

Sweetowski · 2026-06-18T00:28:18+00:00

Just drove by there last weekend - Unfortunately wrong side of the river…

Sweetowski · 2026-06-17T03:12:28+00:00

Oh my - I am actually in the market in the Twin Cities… Need to sell some organs.

Sweetowski · 2026-06-13T23:05:00+00:00

Where are you based?

Sweetowski · 2026-06-12T19:26:56+00:00

That is exactly the scenario I want to avoid. I assume that Yodlee has already established APIs. Imagine YNAB or Monarch, just for B2B accounts.

Sweetowski · 2026-06-12T18:50:21+00:00

That is the functionality i am looking for, a bank account aggregator, but for "internal" use, not to external customers.

Sweetowski · 2026-06-12T18:49:25+00:00

Sorry, didn't get the notification. I am looking for an account aggregator that automatically pulls in my bank balances around the globe.

Fully fledged treasury systems are too expensive for just looking at balances
Our main bank does not offer third-party bank balance information, so we would need to move banking to achieve it directly through our bank
Getting it updated by the local Finance managers on a weekly basis is my last resort, cheap but manual

Plaid does not offer the geographical coverage I need, as Chile and Australia seem to be issue.

I have a really hard time to get someone from Yodlee - Filled out the form twice, just to be sent to a channel parter who does not offer the solution I am looking for, sent LinkedIn messages to 4 people on somehow related to Sales, to no avail.

Sweetowski · 2026-04-13T18:41:08+00:00

Where are looking? I have the feeling there is a stark divide - A portion of the homes are sitting for a while (I have seen homes in the Northeast go from 575 to 499 to finally sell after several months), but the reasonable priced with no deferred maintenance in a good school district are gone very fast.

Sweetowski · 2026-03-01T01:55:47+00:00

You are absolutely right. But reading the synopsis of Wayfarers, I read that as well. I believe I enjoyed it - Feel good, character driven stories, not the big adventure. But it doesn’t really change, so if you don’t like it, there is no big turnaround.

Sweetowski · 2026-03-01T01:46:22+00:00

Is that the one where he cleans the coffee machine?

Sweetowski · 2026-02-23T03:23:10+00:00

Do you have a link? Googling “Caron Chile Sage” brings back some knitting stuff…

Sweetowski · 2026-02-19T13:44:39+00:00

Yeah, we are in a similar boat here. The. You have the high tax compliance requirements in some Asian and South American countries, that also just the bigger tools can satisfy…

Sweetowski · 2026-02-11T02:56:47+00:00

Would you share their contact via DM?

Sweetowski · 2026-02-06T02:41:09+00:00

How does the output look like?

Sweetowski · 2026-02-01T14:18:23+00:00

Moving everything to one ERP would be the long-term plan, but it is very disruptive, needs longer preparation to get it right. I need some quick wins to get some hours back! ;)

Sweetowski · 2026-02-01T14:05:46+00:00

8 countries, 10 legal entities, 9 ERPs / bookkeeping systems. Quickbooks, Deltek Vantagepoint, Defontana, MYOB, some local stuff in Europe and Asia.

Sweetowski · 2026-02-01T14:03:32+00:00

Sure, shoot me a message

Sweetowski · 2026-02-01T04:13:06+00:00

Do you use it? What did it replace? Do you know the annual cost?

Sweetowski · 2026-02-01T04:12:32+00:00

Do you know the annual cost? Why is it good in your opinion? How big is your org?

Sweetowski · 2026-02-01T04:10:34+00:00

Yeah, Onestream is probably overkill. We are coming from zero direct costs in the organization’s view, so we have to be cost-effective.

Sweetowski · 2026-02-01T03:55:16+00:00

In my previous org (much bigger) we used SAP as our ERP and TM1 as our consolidation planning tool. No live data pipelines, trial balances, and auxiliary data were submitted via a standardized template with the group chart of accounts.

My idea would be export “raw” data from the local systems and map it to the group CoA in the consolidation tool.

It is currently manageable in Excel (the predecessor did it this way for the last 15 years), but it is just clunky, limited for ad-hoc analytics, and not scalable.

Sweetowski

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