November 28, 2023

API Updates

Bank Aggregation.

  • New endpoint that allows you to retrieve account information:
    • 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
  • New bank income reports, an income report generated using financial accounts transaction data

Document Upload Updates. We introduced a new API that allows you to directly upload a paystub PDF for parsing

Get the latest
Truv news.

Get the latest Truv news.