Example Workflow

1. Create a ledger

Create a new ledger and store the generated API key securely.

2. Create an account

Create one or more accounts under that ledger.

3. Post transactions

Create transactions against accounts and move them through valid statuses.

4. Retrieve statements

Use the statements endpoint to fetch account history for a given period.

5. Process provider events

Receive external provider events through the webhook endpoint and transform them into transactions.