RootFi Connect Overview

Explore how your customers can authorize access to their data

Authorization is a crucial part of RootFi Integrate - every customer must authorize access to their data before you can pull that data. A frictionless and secure authorization flow is essential for accessing your customers' data.

Intro to RootFi Connect

RootFi Connect is a pre-built, white-labelled authorization flow optimized for conversion and building trust. Using RootFi Connect your customers can link their accounting platforms in just a few minutes.

Connect will handle credential validation, OAuth, and error handling for each platform we support. Link works across all modern browsers and platforms, including web, iOS, Android, and mobile web views.

We have two ways you can enable your customers to connect to their accounting platforms:

  1. Connect Link
  2. Connect SDK

What’s Next