Automated Allocation for Self-Employed Australians
From superannuation to tax and savings, Fundalo applies your rules to every payday so you can focus on running your business — not your transfers.
How fundalo works
Connect your accounts securely via Yodlee (we never see or store your banking credentials) to access real-time read-only banking data.
Set rules using percentages to allocate your income to your superannuation account, bills, savings, spending, etc.
Complete transfers to each account based on allocation rules.
Clear dashboards and exportable reports.
Why choose fundalo?
Built for self-employeed Australians
Automatic superannuation allocation
Bank-grade security
Beginner-friendly budgeting
Customisable rules
We use Yodlee
Fundalo uses Yodlee’s secure data aggregation platform to connect user bank accounts without storing credentials. Account linking is handled entirely through Yodlee’s secure interface. The financial data retrieved is used solely to categorise transactions, apply user-defined allocation rules, and generate budgeting reports.
We do not share data with third parties without explicit user consent, and no banking credentials are ever stored on Fundalo’s systems. All data is encrypted in transit and at rest, access is restricted to authorised systems only, and users can request deletion of their data at any time in compliance with the Australian Privacy Principles (APPs).