Introduction

Get started with MoneyKit

MoneyKit ensures your users have a seamless experience linking any of their financial accounts to your application. On the front end, your application will use MoneyKit Connect; your back end services will use the MoneyKit API.

Under the hood, MoneyKit reduces friction and improves conversion by selecting the best data provider for your user’s financial institution. MoneyKit Connect provides a clean, seamless linking experience with an interface that feels native to your application.

Integration Guide

Learn how to integrate MoneyKit into your application.

Overview

1. Get an Access Token

   POST your client_id and client_secret to /auth/token to get an access_token

2. Create a Link Session Token

   POST to /link-session to create a link_session_token

3. Render MoneyKit Connect

   Initialize and present MoneyKit Connect from your front end using the link_session_token

4. Customer uses Connect

   Your user selects their institution, authenticates, and grants permissions
5. Handshake with your backend

   You receive an exchangeable_token, which your back end exchanges for a link_id

6. Fetch from the MoneyKit API

   Use the link_id to fetch data from the MoneyKit API for the user’s accounts