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Account Information Service

Once the bank data is successfully imported, either via direct bank access or manual upload, the system processes and makes the data available for analysis through the enabled Analytics modules. The imported data can be accessed and utilized according to the permissions and configurations set for your subscription.

We differentiate the data retrieval by either accessing the data directly through Banking (as it is a basic module) or through the Analytics modules:

Retrieval through Banking​

  • The imported bank data can be accessed directly via the Banking service endpoints.
  • This allows for basic operations such as retrieving all accounts of a user (with or without transactions) or retrieving all transactions of a specific account.
  • Likewise, deletion operations are accessible through the same Banking module.
  • For more details, please refer to the API specification of the Banking service.

Please note that we only allow manipulation of existing data for manually uploaded account data, as by regulation, data retrieved via bank interfaces must not be altered.

Supported formats​

In general, the Banking module responds with data in JSON format. Make sure to check the respective endpoint documentation for details on the response models.

Apart from that, the Banking module also provides a single endpoint that allows for the retrieval of an account's summary as a PDF document. For more details on this feature, please refer to the Get Account Summary as PDF endpoint documentation.

Retrieval through Analytics Modules​

  • The imported bank data is also (partially) accessible through the enabled Analytics modules.
  • Each Analytics module provides specific endpoints to access and analyze the data according to its functionality.
  • For instance, the Categorization module allows retrieving categorized transactions as they are processed by the module.
  • For more details, please refer to the respective Analytics module documentation.