{
  "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"
}

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.

Attributes

platform_id
string
required

The accounting Platform’s id for the bank account

currency_id
string

The Accounting Platform's unique ID for the currency

institution_name
string

The name of the bank account

account_name
string

Name of the bank account

account_number
string

The bank account number

category
string

The category of the bank account

balance
float

Balance of the bank account

currency
Object

The currency data associated with the bank account.

updated_at
date
required

The last ISO 8601 timestamp that the data was updated at.

raw_data
object

The raw JSON response we get from the accounting platform for that data.

Properties Supported

PropertyTypeDescription
platform_idstringThe accounting 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