Fin X API Documentation

Use the Fin X API to access accounts, transactions, credit scores, loans, investments, and more, seamlessly integrating your product into your financial workflows. "

Getting started

To get started, create a new application in your developer settings, then read about how to make requests for the resources you need to access using our HTTP APIs or dedicated client SDKs.

Guides

Authentication

Learn how to authenticate your API requests.

Read more

Pagination

Understand how to work with paginated responses.

Read more

Errors

Read about the different types of errors returned by the API.

Read more

Webhooks

Learn how to programmatically configure webhooks for your app.

Read more

Resources

Accounts

Learn about the account model and how to create, retrieve, update, delete, and list accounts.

AML (Anti-Money Laundering)

Learn about AML procedures and how to implement, manage, and ensure compliance.

Budgets

Learn about budget models and how to create, retrieve, update, delete, and list budgets.

Compliance

Learn about compliance models and how to ensure regulatory compliance across operations.

Conversations

Learn about the conversation model and how to create, retrieve, update, delete, and list conversations.

Credit Score

Learn about credit score models and how to retrieve, update, and manage credit scores.

Customers

Learn about customer models and how to create, retrieve, update, delete, and list customers.

Customer Insights

Learn about customer insights models and how to gather, analyze, and apply customer insights.

Customer Profiles

Learn about customer profile models and how to create, retrieve, update, delete, and list customer profiles.

Customer Segments

Learn about customer segment models and how to create, retrieve, update, delete, and list customer segments.

Customer Verification

Learn about customer verification models and how to implement, manage, and ensure customer verification.

Investments

Learn about investment models and how to create, retrieve, update, delete, and list investments.

KYC

Learn about KYC (Know Your Customer) models and how to implement, manage, and ensure KYC compliance.

Loans

Learn about loan models and how to create, retrieve, update, delete, and list loans.

Market Segments

Learn about market segment models and how to create, retrieve, update, delete, and list market segments.

Personalization

Learn about personalization models and how to create, retrieve, update, delete, and list personalization strategies.

Recommendations

Learn about recommendation models and how to create, retrieve, update, delete, and list recommendations.

Reports

Learn about report models and how to create, retrieve, update, delete, and list reports.

Risk Assessments

Learn about risk assessment models and how to create, retrieve, update, delete, and list risk assessments.

Risk Profiles

Learn about risk profile models and how to create, retrieve, update, delete, and list risk profiles.

Transactions

Learn about transaction models and how to create, retrieve, update, delete, and list transactions.

Was this page helpful?