Authentication

Errors

Webhooks

List available apps

Get categories

List CRM Integrations

Create a CRM integration

Patch a CRM integration

Update a data source account's account number

Update a data source account

Update a data source

Get data source account summary

Get data sources

Get email templates

Create an email template

Patch an email template

Get EndUser emails

List EndUsers

Update EndUser

Create EndUser

List EndUsers with Summary Information

Get EndUser by heron_id or end_user_id

Delete EndUser by heron_id or end_user_id

Get EndUser emails

Get EndUser information

Patch EndUser information

Enrich transactions of EndUser

Get EndUser physical location

Retrieve CRM sync events for an end user

Trigger a CRM Sync for an End User

Export an end user email as an EML file

Get all fields for all enrichers for a given user

Trigger enricher execution for a specific end user

Get enrichment results for an end user

Get enricher result by enricher name and end user

Get the definitions for all end user entities

Create an end user entity

Set the display order of end user entities

Create an end user entity attribute

Set the display order of end user entity attributes

Delete an EndUserEntityAttribute

Update an end user entity

Create an end user entity attribute

Create an end user entity attribute source

Delete an EndUserEntityAttribute

Upsert an end user entity

Delete an EndUserEntity

Update an end user entity

Get the materialised end user entities for an end user

Upsert the attribute value for an end user entity attribute source

All EndUserFiles

Process file without creating EndUserFile record

Get recent files by file class

Get file rename rules

Create a file rename rule

Get file rename rule variable slugs

Update a file rename rule

Delete an EndUserFile

Update the end user file's class

Get EndUserFile as a base64 string

Trigger async parsing of an end user file

Get parsed results from uploaded files

Trigger file's rename rule

Trigger splitting a combined end user file into its child files based on its page_classes

Update Parsed Results

Get EndUserFiles

Post EndUserFile

Download EndUserFiles

Download xlsx of parsed results from uploaded files

Get all file classes

Get current file classes used in classification

Add a FileClass to Classify for a User

Remove a FileClass from Classification for a User

Get EndUser balance

Get EndUser forecasts

Get EndUser statistics

Run industry classification on end user files

Get EndUser anomalies

Get EndUser bank statement summary

Get EndUser metric benchmarks

Get EndUser debt candidates

Export as a spreadsheet

Get EndUser transactions grouped by counterparty or merchant

Get EndUser Heron Score (beta)

Get EndUser merchant summary

Get EndUser named dates

Get EndUser cashflow P&L

Update EndUser P&L layout

Get EndUser recurring transactions report

Get EndUser scorecard

Request EndUser scorecard

Get EndUser transaction data coverage

Get EndUser attribute values

Bulk create category feedback for an end user

Create category, merchant feedback

Get EndUser's combined financials

Evaluate all rules for an end user

Send a Finicity Connect email to an end user

Trigger a cashflow report generation for an end user

Trigger a statement reports generation for an end user

Trigger a Finicity VOE transactions report generation for an end user

Update an Integration Link

List Integrations

Create an integration

Update Integration

Get IntegrationLinks by Integration

Create an integration Link

(Soft-)Delete an integration link

Refresh an IntegrationLink

Upload Inscribe

Get Integration Links

Upload Ocrolus

Get PDFs

Parse all PDF

Upload PDF

Upload Plaid assets

Upload Plaid transactions

Upload Yodlee

Update PDF attributes including status

Send patch transactions for a pdf statement

Reloads transactions for a pdf

Unloads transactions for a pdf

Update PDF currency

Upload an ISO application PDF for for an end user

Get EndUser ISO Applications

Upload an ISO application PDF for automated scrubbing in under 15 seconds

Upload an ISO application PDF for automated scrubbing in under 15 seconds (base64)

Reprocess a single ISO application

Get the scrubbed results and data validations of an uploaded ISO application by its heron_id (prefixed "iso_")

Get Missing Accounts (beta)

Get end user transactions

Get apitransactions

Create end user transactions (async)

Get apitransactions

Enrich transactions (sync)

Delete transactions

Get the policy evaluations for an end user

Progress policies for an end user

Get apihello world

Get apihello worldauthenticated

Post apimerchantsextract

Get apimerchantsgroups

Get apimerchantssearch

Get apimerchants

Patch apimerchants user merchant group

Get rules

Create a single rule

Update rule by heron_id

Delete rule by heron_id

Get parsed submissions for an End User

This endpoint returns merchant groups categorized as pending, custom, or rejected.

Get user's company overview layout

Save user's company overview layout

Save user's settings

Get webhooks

Create a webhook

Get webhook topics

Update a webhook