Method Financial

Summary

Method Financial is ranked #12 of 70 in bank connectivity software on Everything Xiaomi. It runs on API, Web.

Compared on bank connectivity software

Account types

banking+creditmethodfi.com

Data refresh

mixedmethodfi.com

Webhooks

Yesmethodfi.com

Transaction enrichment

Yesmethodfi.com

Facts

Product

Method provides connectivity to consumer credit and liability accounts with embedded payments, real-time account data, and one-click checkout.methodfi.com · 4 Oct 2026

Intended customers

Method says it empowers lenders, fintechs, and other financial institutions to build consumer finance products.methodfi.com · 4 Oct 2026

Account connection

Method Connect links multiple liability and credit accounts with a single authentication without requiring account credentials.methodfi.com · 4 Oct 2026

Evergreen connections

Method says users’ liability data can be refreshed on demand or ongoing, and connections remain active unless revoked.methodfi.com · 4 Oct 2026

Data coverage

Method says it provides real-time data across 20,000+ financial institutions and systems of record through one API.methodfi.com · 4 Oct 2026

Data features

Its data includes liability balances and due dates, card details, property and vehicle information, near-real-time transaction data, and behavioral or risk indicators.methodfi.com · 4 Oct 2026

Alerts

Method says it can send instant alerts for borrower debt payments, maxed-out cards, and early risk signals.methodfi.com · 4 Oct 2026

Payments

Method Pay supports loan payoff, bill payment, and balance transfers, with payment tracking from pending to posted.methodfi.com · 4 Oct 2026

Integrations

Method lists SoFi, Bilt, Aven, Happy Money, and Cleo as companies using its products in customer examples.methodfi.com · 4 Oct 2026

Security and compliance

The Trust Center lists CCPA, GLBA, PCI DSS, and SOC 2 Type 2 among its compliance frameworks and certifications.security.methodfi.com · 4 Oct 2026

Payment compliance

Method says it handles PCI compliance and regulatory requirements across payment rails.methodfi.com · 4 Oct 2026

Support

Method directs users to [email protected] for more comprehensive security and compliance information and Trust Center help.security.methodfi.com · 4 Oct 2026

Commercial availability

The product pages invite prospective customers to book a demo; they do not state prices on the pages reviewed.methodfi.com · 4 Oct 2026

Company scale

Method’s About page states that its services have connected 55M+ users and processed $1B+ in payments per month.methodfi.com · 4 Oct 2026

What it does

Method provides financial account connectivity and embedded payments for consumer credit and liability accounts.methodfi.com · 4 Oct 2026

Connection flow

Method says users can connect credit and liability accounts using their name and phone, with consent and without providing login credentials.methodfi.com · 4 Oct 2026

Account coverage

Method Connect can access liabilities including mortgages, student loans, auto loans, personal loans, and credit cards.methodfi.com · 4 Oct 2026

Real-time data

Method Data provides balances, due dates, credit limits, interest rates, transactions, payoff quotes, and other account details.methodfi.com · 4 Oct 2026

Security

Method's Trust Center lists CCPA, GLBA, PCI DSS, and SOC 2 Type 2 compliance frameworks and certifications.security.methodfi.com · 4 Oct 2026

Credential handling

Method says customers do not need to collect users' sensitive account credentials because Method handles data security and privacy compliance.methodfi.com · 4 Oct 2026

Trust review

The Trust Center provides access to security and compliance information by request and lists [email protected] for inquiries.security.methodfi.com · 4 Oct 2026

Dashboard

Method describes a team dashboard for onboarding users, paying off balances, reconciling accounts, and managing API access.methodfi.com · 4 Oct 2026

Pricing and sales

The site directs prospective customers to book a demo and does not publish plan prices on the pages reviewed.methodfi.com · 4 Oct 2026

Company

Method's legal terms identify the business as Forward Lending, Inc. d/b/a Method Financial.methodfi.com · 4 Oct 2026

Company

Founded

2021methodfi.com · 28 Sept 2026

Where it ranks on Everything Xiaomi

• Best Bank Connectivity Software in 2026#12 of 70

Sources

• methodfi.com· checked 4 Oct 2026
• methodfi.com/company/about· checked 4 Oct 2026
• methodfi.com/products/connect· checked 4 Oct 2026
• methodfi.com/products/data· checked 4 Oct 2026
• methodfi.com/products/pay· checked 4 Oct 2026
• security.methodfi.com· checked 4 Oct 2026
• methodfi.com/book-a-demo· checked 4 Oct 2026
• methodfi.com/legal/terms-of-service-for-end-users· checked 4 Oct 2026
• methodfi.com· checked 28 Sept 2026