Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

Summary

ID

UC002

Use Case

BFM - Business/Corporate Banking Data

Description

Business Financial Management (BFM) helps companies to manage their financial flow. BFM enables the automation and centralization of finance-related activities. Some of its main functions are the real-time visualization of taxes to be paid and automatic updates of the P&L and Balance Sheet.

Includes: Balance and Transaction History

Benefits

SMEs can benefit from improved cashflow management, overall financial management and save on their financial accounting costs.

FIs can understand their customers’ history, their trends, risks and opportunities. It can help create the aggregated picture from across all their financial services products.

Industry

Banking

Category

Data

Consumer

SME

☑️

Corporate

☑️

API Functionality

Key APIs

  • GET /accounts

  • GET /balances

  • GET /transactions

Optional APIs

  • GET /beneficiaries

  • GET /direct-debits

  • GET /parties

  • GET /product

  • GET /scheduled-payments

  • GET /standing-orders

Benchmarking

Location

Type of Use Case

Reference Players

UK

Mandatory - implemented

Monzo, Saltedge, Starling Bank

Brazil

Mandatory - implemented

Klavi, Belvo

Other locations

Mandatory - implemented

IdeaBank (Poland), nab (Australia), DBS (Singapore)

  • No labels