Bank feeds 101 for card and spend platforms
How bank feeds work in QuickBooks Online and Xero, feed partner programs, data quality rules and reconciliation UX for card and spend platforms.
7 min read
GUIDES
Guides for integration builders.
Long-form playbooks with worksheets you can reuse: choosing a unified API, costing a build, migrating providers and shipping bank feeds.
All guides.
Guide Guide Migrating off a unified API provider
Assessment, field mapping, parallel runs, reconnect strategy and cutover: a step-by-step playbook for moving off a unified API provider safely.
7 min read
Guide Build vs buy: integrations cost worksheet
A line-by-line model of build, maintenance and support cost per integration, with every assumption written out so you can replace it with your own.
7 min read
Guide The unified API buyer's guide
Criteria, vendor questions, a scoring worksheet and red flags for choosing a unified API across finance, commerce and product data.
7 min read