Get the latest feature updates in Truv

Bank Aggregation

  • Truv has introduced a new endpoint that allows you to retrieve account information
    • GET /v1/users/{user}/bank/accounts/
    • Optional params allow you to filter accounts by type and subtype
    • Expanded fields for liabilities such as interest rate, credit_limit, loan term and maturity date
  • Truv has introduced bank income reports, an income report generated using financial accounts transaction data
    • POST /v1/links/{link_id}/income/transactions/reports
    • GET /v1/links/{link_id}/income/transactions/reports/{report_id}

Document Upload Updates

  • We introduced a new API that allows you to directly upload a paystub PDF for parsing