Jump to Content

App Security Privacy Policy API Status

Home Guides API Reference Changelog

v1.0

App Security Privacy Policy API Status Log In

Guides

v1.0Home Guides API Reference Changelog

All

Pages

Start typing to search…

Documentation

Getting Started with Flextract

Authentication

Authentication Overview

Core Models

Uploads
Extractions
Exports

Data Model Schemas

Identity Document
Document Snapshot
Personal Tax Return Summary
Bank Account Summary
Investment Account Summary
Loan Account Summary
Credit Line Account Summary
Last Will and Testament
Trust Agreement
Account Transactions

Versions

API Versioning

API Workflows (Recipes)

▶️Reporting Setup - API Workflow Guide

Integrations

Flextract Integrations
PreciseFP Integration Deep Dive
Wealthbox Integration Deep Dive
Google Drive Integration Deep Dive
Dropbox Integration Deep Dive

Powered by

Wealthbox Integration Deep Dive

Updated 6 months ago

PreciseFP Integration Deep Dive

Google Drive Integration Deep Dive