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Use Cases

MCA/ Cash Flow Underwriting
Equipment Finance
Insurance - Submission Intake
Insurance - Inspection Reports
Legal - Case File Intake

Integrations

Bank Statements Integration
Plaid Integration

FAQs

Supported File Formats
Duplicate Transactions
Get Transaction Methods
Rate Limits and 429 Errors - Too Many Requests
Supported Currencies
Sync vs. Async
Webhook Delivery
OpenAPI JSON (Swagger)

Miscellaneous

Release Notes

Legacy Use Cases

Mechant Locking
Customer Spend Reporting

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Customer Spend Reporting Create end user transactions (async)Enrich transactions (sync)

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