Payments & finance

Card issuing: manage cards, auth rules, transfers, disputes, balances and transaction webhooks

Market data: precious metal spot and benchmark prices, currency pair rates, and crypto rates with history

Payments: create payment links, manage products, process refunds and verify API keys

Investor reporting: manage portfolio companies, metrics, data points, files, notes and contacts

Credit payments: manage client accounts, credit limits, invoices, statements and pre-authorizations

Wallets: create and fund wallets, transfer tokens, manage signers, signatures and transactions

Charitable giving: open donor accounts and donor advised funds, send donations and grants to nonprofits

Card issuing: raise and manage transaction disputes, attachments and chargebacks

Payments: send transfers, bills, invoices, cards, virtual accounts and recipients

Banking: open accounts, move money by ACH, wire and card, issue cards and disputes

Trading and social platform: positions, fills, copy trades, price alerts, chat, follows and portfolio history

Underwriting: manage end users, funder submissions, policies, fraud checks and background reports

Payments: manage charges, Pix keys, boletos, refunds, customers and transfers

Payments for AI agents: accept card and voice payments, refunds, transfers and wallets

Investment research: track tickers, watchlists, theses, earnings reviews, filings and alerts

Company and fund financials: standardized statements, stock prices, insider trades, news and estimates

Facturación y datos tributarios chilenos: emitir DTE, consultar documentos y gestionar conexiones

Equity risk: decompose stock variance into factor and residual shares, get ETF hedge ratios, daily history to 2000

Financial data: aggregate bank accounts, transactions, budgets, goals and statements across institutions

Banking: list, create and track fund transfers and payment transactions

Cross-border payments: manage customers, KYC checks, internal and external accounts, transfers and transactions

Cotações, FIIs, fundos, opções, câmbio, cripto e Tesouro Direto para o mercado brasileiro

Budgeting: read and write plans, accounts, categories, payees, months and transactions

Banking platform: open accounts, issue and manage cards, move ACH, wires and cash, and run KYC checks