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Case Studies, News, Startups

How ‘Meet Sally’ Powers AI-Driven PFM with finker

  • 28 January 2026
AI-powered personal finance app using open banking account aggregation

Over the last six months, Meet Sally (formerly Coinbux) has been quietly proving something important: when Open Banking infrastructure works as it should, innovation scales naturally.

Meet Sally is building an AI- and chat-based Personal Finance Management (PFM) and account aggregation experience, designed to help users truly understand their financial picture — across banks, accounts, and transactions — in one conversational interface.

To do that reliably, they needed a solid AIS foundation.

That’s where finker comes in.

What’s Working Well

Since the start of our cooperation, Meet Sally has been using finker’s Account Information Services (AIS) platform to securely:

  • Connect user bank accounts

  • Read balances and transaction data

  • Aggregate financial information across institutions

  • Feed clean, structured data into their AI and chat layers

The results speak for themselves.

The integration has demonstrated stable bank connectivity and consistent data availability — key foundations for supporting an AI-first financial product.

Why This Matters

AI-driven PFM is only as good as the data behind it. For conversational finance to feel smart, trustworthy, and useful, the underlying Open Banking layer must be:

  • 🔐 Secure

  • 🔄 Reliable

  • ⚡ Scalable

  • 🌍 Bank-agnostic

Meet Sally’s progress over these six months is a great real-world example of how strong Open Banking infrastructure enables product teams to focus on user experience and intelligence, not plumbing.

Looking Ahead

We’re excited to see Meet Sally continue to grow their user base and evolve their AI-powered financial assistant and proud that finker’s AIS platform is part of that journey.

This collaboration reinforces what we believe at finker:

Open Banking works best when it stays invisible — and just works.

Stay tuned for more partner stories from the Open Banking ecosystem.

Tags
  • Account Information Services, AI in Finance, AIS, Bank Account Aggregation, Fintech Partnerships, Open banking, Personal Finance Management, PFM, PSD2

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finker is a trading name of ITBS Finance SMPC, a company registered in Greece (No. 801466383).
ITBS Finance is a registered Account Information Service Provider (AISP) authorised and regulated by the Bank of Greece.

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