What you can do
What you can do with Finicity.
Pull account balances via Finicity for automated financial reconciliation
Retrieve transaction history from Finicity for expense categorization
Generate Finicity verification reports for loan application processing
Operations
Finicity operations.
List Institutions
Get Customer Accounts
Get Transactions
Get Account Owner
How it works
How it works.
- Add itDrop the integration onto the Workflow canvas or attach it to a Scheduler job — no code.
- ConfigurePick the operation and fill in the fields; credentials are stored encrypted and resolved only at run time.
- RunExecute it inline as part of an automation, or on a cron or interval at fleet scale.
Related
More Finance & Accounting integrations.
Akoya
Access consumer bank accounts and financial data via the Akoya network
Belvo
Access bank accounts, transactions, and financial data via the Belvo API
Bill.com
Automate accounts payable, receivable, and invoice processing via Bill.com
Bond
Manage accounts, cards, and financial transactions via the Bond platform API
Brex
Manage corporate cards, track expenses, and handle transfers via the Brex API
Column
Manage bank accounts, transfers, and ledger entries via the Column banking API
Wire Finicity into your operation.
AccuOSS deploys AccuOps and builds the automations that put integrations like this to work.