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The Bank Accounts Data Model streamlines access of bank account information across various accounting platforms, providing a consistent and unified representation of bank account data.
  • Unified bank account properties: The model consolidates essential bank account details such as institution name, account name, balance, and currency, simplifying interactions with bank account data from different platforms.
  • Currency support: The model includes the ISO-4217 currency code for each bank account, enabling seamless handling of international transactions and reporting.

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Attributes

{
  "platform_id": "1234567890123456789",
  "currency_id": "3770712000000000099",
  "institution_name": "RootFi Investment Bank",
  "account_name": "RootFi Asset Account",
  "account_number": "xxxx1234",
  "balance": 5500.75,
  "currency": {
    "data": {
      "platform_id": "INR",
      "name": "Indian Rupee",
      "code": "INR",
      "symbol": "₹",
      "is_base_currency": true,
      "exchange_rate": 1.0,
      "updated_at": "2023-11-05T16:30:00.000Z"
    }
  },
  "updated_at": "2023-11-05T15:45:00.000Z"
}

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Properties Supported

PropertyTypeDescription
platform_idstringThe Platform’s ID for the bank account
institution_namestringThe name of the bank account
account_namestringName of the bank account
account_numberstringThe bank account number
balancefloatBalance of the bank account
currencystringThe ISO-4217 currency code
updated_atdateThe last ISO 8601 timestamp that the data was updated at