Create Access Token Modify Partner Secret

Add Testing Customer Add Customer Get Customers Get Customer With App Data by ID Get Customer by ID Modify Customer by ID Delete Customer by ID

Generate Connect URL Generate Lite Connect URL Generate Fix Connect URL Send Connect Email Generate Connect URL - Joint Borrower Send Connect Email - Joint Borrower

App Registration

Register App Modify App Registration Get App Registration Status Set Customer App ID Migrate Institution Login Accounts

Create Consumer Get Consumer For Customer Get Consumer by ID Modify Consumer by ID

Get Customer Accounts by Institution Login ID Refresh Customer Accounts by Institution Login ID Delete Customer Accounts by Institution Login ID Get Customer Account by ID Delete Customer Account by ID Get Customer Accounts Refresh Customer Accounts Get Customer Accounts by Institution ID Load Historic Transactions for Customer Account Get Account Owner

Get Account ACH Details Get Available Balance - Live Get Available Balance

Get Certified Institutions With RSSD Get Institutions Get Certified Institutions Get Institution by ID Get Institution Branding by ID

Store Customer Pay Statement

Get Asset by Customer and ID

Generate VOA Report Generate VOA With Income Report Generate Prequalification Report Generate Prequalification (Non-CRA) Report

Verify Income and Employment

Generate VOI Report Generate VOE - Payroll Report Generate VOE - Transactions Report Generate Pay Statement Report Generate VOIE - Paystub (with TXVerify) Report Generate VOIE - Paystub Report Refresh VOIE - Payroll Report

Bank Statements

Get Customer Account Statement Generate Statement Report

Get All Customer Transactions Get Customer Transaction by ID Get Customer Account Transactions Generate Transactions Report

Generate Cash Flow Report - Business Generate Cash Flow Report - Personal

Get Prequalification Report by Customer and ID Get Reports by Customer Get Reports by Consumer Get Report by Consumer and ID

Get Loan Payment Details

Get Portfolio by Customer Get Portfolio by Consumer

Subscribe to Txpush Notifications Disable TxPush Notifications Create TxPush Test Transaction Delete TxPush Subscription

Analytics and Attributes

Generate Consumer Attributes List Consumer Attributes Get Consumer Attributes By ID Generate FCRA Consumer Attributes

Create Store List Stores Edit Store View Store Delete Store Take Store Offline/Online List Store Users Edit Store User Accept Store User Invite Add User To Store Remove User From Store

Create Products List Products View Product Delete Products Update Products Status List Categories Delete Categories

Create Orders Checkout Link List Orders

initialize transaction fetch all transactions fetch transaction cancel transaction refund transaction add webhook retrieve webhook update webhook secret fetch promotions fetch a promotion create promotion update promotion pause promotion end promotion

generate crb token test consolidate Get RTP support cos webhoook

Payment-Transactions

Initialize transaction Get All transactions Get single transaction Copy Refund Consolidate Retry Set fee Get transaction refunds CRb webhook notifi

Payment-Recurring Payments(Loans and Subscriptions)

Initiate payment for invoice Skip Recurring Transaction Undo-Skip Recurring Transaction Pause Recurring Transaction Resume Recurring Transaction Create Invoice List Transactions Copy

Update subscription plan Create Client Get Clients payment consolidation

Create Product List product Get by ID Get by name app-setting

create pre-log transfer prelog create

Wallet-Sub Wallet

Add Cash Get Payout Get Single Payout Create wallet Withraw Reset Get Wallet Get Wallet Entries Get Single Wallet retry transaction Charge Get wallet by entity_id Get single wallet by wallet filter Auto-Withdraw

Create customer Get Bank Account Retrieve customer

Create Client user

step1: create team Member step 2: login step3: set as beneficiary Get client profile Get client's Get client setting Get client account

create webhook account set endpoint set secret notify client

create event log http list http logs

Billing-Subscription plan

Create Plan Switch plan List Plan Cancel plan switch

Billing-Invoice

Pay Floatme Final invoice

Billing-Account

request floatme add client

Wafi Recurring Transaction

resume recurring transaction pause recurring transaction skip recurring transaction undo-skip recurring transaction

Create Access Token Modify Partner Secret

Add Testing Customer Add Customer Get Customers Get Customer With App Data by ID Get Customer by ID Modify Customer by ID Delete Customer by ID

Generate Connect URL Generate Lite Connect URL Generate Fix Connect URL Send Connect Email Generate Connect URL - Joint Borrower Send Connect Email - Joint Borrower

App Registration

Register App Modify App Registration Get App Registration Status Set Customer App ID Migrate Institution Login Accounts

Create Consumer Get Consumer For Customer Get Consumer by ID Modify Consumer by ID

Get Customer Accounts by Institution Login ID Refresh Customer Accounts by Institution Login ID Delete Customer Accounts by Institution Login ID Get Customer Account by ID Delete Customer Account by ID Get Customer Accounts Refresh Customer Accounts Get Customer Accounts by Institution ID Load Historic Transactions for Customer Account Get Account Owner

Get Account ACH Details Get Available Balance - Live Get Available Balance

Get Certified Institutions With RSSD Get Institutions Get Certified Institutions Get Institution by ID Get Institution Branding by ID

Store Customer Pay Statement

Get Asset by Customer and ID

Generate VOA Report Generate VOA With Income Report Generate Prequalification Report Generate Prequalification (Non-CRA) Report

Verify Income and Employment

Generate VOI Report Generate VOE - Payroll Report Generate VOE - Transactions Report Generate Pay Statement Report Generate VOIE - Paystub (with TXVerify) Report Generate VOIE - Paystub Report Refresh VOIE - Payroll Report

Bank Statements

Get Customer Account Statement Generate Statement Report

Get All Customer Transactions Get Customer Transaction by ID Get Customer Account Transactions Generate Transactions Report

Generate Cash Flow Report - Business Generate Cash Flow Report - Personal

Get Prequalification Report by Customer and ID Get Reports by Customer Get Reports by Consumer Get Report by Consumer and ID

Get Loan Payment Details

Get Portfolio by Customer Get Portfolio by Consumer

Subscribe to Txpush Notifications Disable TxPush Notifications Create TxPush Test Transaction Delete TxPush Subscription

Analytics and Attributes

Generate Consumer Attributes List Consumer Attributes Get Consumer Attributes By ID Generate FCRA Consumer Attributes

Create Store List Stores Edit Store View Store Delete Store Take Store Offline/Online List Store Users Edit Store User Accept Store User Invite Add User To Store Remove User From Store

Create Products List Products View Product Delete Products Update Products Status List Categories Delete Categories

Create Orders Checkout Link List Orders

initialize transaction fetch all transactions fetch transaction cancel transaction refund transaction add webhook retrieve webhook update webhook secret fetch promotions fetch a promotion create promotion update promotion pause promotion end promotion

generate crb token test consolidate Get RTP support cos webhoook

Payment-Transactions

Initialize transaction Get All transactions Get single transaction Copy Refund Consolidate Retry Set fee Get transaction refunds CRb webhook notifi

Payment-Recurring Payments(Loans and Subscriptions)

Initiate payment for invoice Skip Recurring Transaction Undo-Skip Recurring Transaction Pause Recurring Transaction Resume Recurring Transaction Create Invoice List Transactions Copy

Update subscription plan Create Client Get Clients payment consolidation

Create Product List product Get by ID Get by name app-setting

create pre-log transfer prelog create

Wallet-Sub Wallet

Add Cash Get Payout Get Single Payout Create wallet Withraw Reset Get Wallet Get Wallet Entries Get Single Wallet retry transaction Charge Get wallet by entity_id Get single wallet by wallet filter Auto-Withdraw

Create customer Get Bank Account Retrieve customer

Create Client user

step1: create team Member step 2: login step3: set as beneficiary Get client profile Get client's Get client setting Get client account

create webhook account set endpoint set secret notify client

create event log http list http logs

Billing-Subscription plan

Create Plan Switch plan List Plan Cancel plan switch

Billing-Invoice

Pay Floatme Final invoice

Billing-Account

request floatme add client

Wafi Recurring Transaction

resume recurring transaction pause recurring transaction skip recurring transaction undo-skip recurring transaction

Home Finicity APIsLiabilities

Liabilities

Number of APIs: 1

Get Loan Payment Details GET {{baseUrl}}/aggregation/v2/customers/{{customerId}}/accounts/{{loanAccountId}}/loanDetails

Get Report by Consumer and ID

Get Loan Payment Details