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v1

latestOpenAPI 3.1.02026-07-13385987.3 KB
Bank statements

Submit a bank statement PDF for OCR and enrichment

Creates a new dataset from a bank statement and queues it for enrichment. The maximum size of the statement must be less than 50.0 MB

post/datasources/bank_statements

Query parameters

account_holder_idstring nullable

ID for account holder. If no account holder with the given id exists, one will be created with account_type or "business" if not specified.

ID for account holder. If no account holder with the given id exists, one will be created with account_type or "business" if not specified.

account_type'consumer' | 'business' | 'unknown'

Type of account holder to use when it is being created. Otherwise it'll override the type of the existing one for the transactions on this bank statement.

iso_currency_codestring nullable

The currency of transactions in the bank statement in ISO 4217 format. Defaults to USD

The currency of transactions in the bank statement in ISO 4217 format. Defaults to USD

Response

Successful Response

idstring required
namestring nullable
sizeinteger nullable
created_atstring date-time nullable
account_holder_idstring nullable
account_type'consumer' | 'business' | 'unknown' required
status'queued' | 'processing' | 'processed' | 'failed' required
error_codeinteger nullable
errorstring nullable
completeboolean required
batch_idstring nullable