Core Packages

API Name	Description	Reference Docs
Authentication & Authorisation	A series of endpoints that facilitate Authentication & Authorisation	Retrieve an authorisation token
User(Customer) data management	For the deletion of multiple records tied to a single identifier.	Delete all user data Delete all account data
Enriched Transaction	For categorising new transactions, and the retrieving and modification of existing transactions (and the associated custom categories)	New transactions Enrich transactions Retrieval Retrieve enriched transactions Retrieve a single enriched transaction Retrieve transaction splits Modification Update an enriched transaction Split a transaction Update a transaction split Merge split transactions Deletion Delete single transaction
Reference data		Retrieve all category groups Retrieve all standard categories Retrieve counterparties

Optional packages

API Name	Description	Reference Docs
Transaction geo-location	Provides highly accurate location data for where the transaction took place, such as latitude, longitude and postcode.	Retrieve geotags (reference data) Retrieve enriched transactions
A transaction's merchant business details	Integration with Google to identify merchants and retrieve their information, including phone number, website, and opening hours, where available.	Retrieve enhanced location data
Transaction embedded map	Integration of Google Maps to provide dynamic map displays. This service connects seamlessly to retrieve map images, offering users a visually engaging way to view transaction locations.	Retrieve map image for transaction
Regular transactions	Identifies a regular series of transactions from all transaction types (both income and expenditure), beyond simply Direct Debit or Standing Order. Predicts upper and lower bounds for value and date for each active series.	Retrieve regular transactions
Custom Categories	Gives user-scoped categories for fine-grained category personalisation.	Retrieve all custom categories Create a custom category Delete a custom category
Supplementary Open Banking connections	Access the most comprehensive platform on the market. This can be leveraged to augment proprietary transaction data to build a holistic picture of the customer's whole financial world.	Contact your Customer Success Manager for details