Financial Data

Empower your business
with access to valuable
financial data

user interface showing weekly charts and accounts
Customers already using Financial Data

Our Financial Data services

Accounts API

Capture all your customer information with a single API call.

Returns customer name, address, email, phone number and more.

user interface showing account details

Balance API

Capture all your customer information with a single API call.

Returns customer name, address, email, phone number and more.

a chart showing balance information

Transactions API

Capture all your customer information with a single API call.

Returns customer name, address, email, phone number and more.

user interface showing transactions statement

Beneficiaries API

Capture a list of all the beneficiaries linked to a connected account.

Returns an array of the beneficiary name, bank name, IBAN etc.

user interface showing user beneficiaries

Scheduled Payments API

Capture all your customer information with a single API call.

Returns customer name, address, email, phone number and more.

user interface showing scheduled payments

Standing Orders API

Capture all your customer information with a single API call.Returns customer name, address, email, phone number and more.

user interface showing standing orders

Direct Debits API

Capture a list of all Direct Debits set up on a connected account.

Returns an array of direct debits, the amounts and the payment dates

user interface showing direct debits

A faster way to build powerful data tools

Standardized Clean Data

No need to worry about different data formats from different banks. We clean and standardize all the data into an easily readable format.

Data You Can Build On

Our structured data means you can easily build prediction models, risk scoring algorithms and much more.

Minimize AML/Error Risk

Cut the risk of fraud or human error by automatically verifying your customers with account/IBAN information.

How does it work?

Lean.connect({
app_token: "XXXXXXXXX",
permissions: ["identity", "accounts", 
"transactions", "balance", "payments"],
customer_id: "d57a03bc-ef9d-460b
-8fa6-3b17e425326c",
sandbox: "true",
});
import requests

url = ""https://sandbox.leantech.me/customers/v1/""

payload = {""app_user_id"": ""test_user_1""}
headers = {
    ""accept"": ""application/json"",
    ""content-type"": ""application/json""
}

response = requests.post(url, json=payload, headers=headers)

return response.customer_id
user interface asking user to connect bank account
const options = {
  method: 'POST',
  headers: {accept: 'application/json', 'content-type': 'application/json'},
  body: JSON.stringify({entity_id: '9aeb067a-9c1a-3631-a6f3-e912c6f4354b'})
};

fetch('https://sandbox.leantech.me/data/v1/accounts/', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));
{
  ""status"": ""OK"",
  ""payload"": {
    ""accounts"": [
      {
        ""account_id"": ""73a70c83-7f82-4266-a680-56474f910b50"",
        ""name"": ""Current Account"",
        ""currency_code"": ""AED"",
        ""type"": ""CURRENT"",
        ""iban"": ""AE000000627910454054"",
        ""account_number"": ""7910454054""
      },
      {
        ""account_id"": ""13dd6e3c-806c-4845-8689-722228b9e8d7"",
        ""name"": ""Savings Account"",
        ""currency_code"": ""AED"",
        ""type"": ""SAVINGS"",
        ""iban"": ""AE000000224146267989"",
        ""account_number"": ""4146267989""
      },
      {
        ""account_id"": ""38386bdb-9b3c-443b-8fd7-9d6eef86ae4b"",
        ""name"": ""Credit Account"",
        ""currency_code"": ""AED"",
        ""type"": ""CREDIT"",
        ""iban"": ""AE000000526321933201"",
        ""account_number"": ""6321933201"",
        ""credit"": {
          ""card_number_last_four"": ""1399"",
          ""limit"": 167.75,
          ""next_payment_due_date"": ""2022-03-12"",
          ""next_payment_due_amount"": 162.6
        }
      }
    ],
    ""type"": ""accounts""
  },
  ""results_id"": ""a20a3aa9-f091-426f-b732-d1633f31a8e1"",
  ""message"": ""Data successfully retrieved"",
  ""timestamp"": ""2022-09-20T09:15:11.580362482Z""
}
import requests

url = ""https://sandbox.leantech.me/data/v1/transactions/""

payload = {
    ""entity_id"": ""9aeb067a-9c1a-3631-a6f3-e912c6f4354b"",
    ""account_id"": ""73a70c83-7f82-4266-a680-56474f910b50"",
    ""insights"": false,
    ""start_date"": ""2022-09-11"",
    ""end_date"": ""2022-09-12""
}
headers = {
    ""accept"": ""application/json"",
    ""content-type"": ""application/json""
}

response = requests.post(url, json=payload, headers=headers)
{
  ""status"": ""OK"",
  ""payload"": {
    ""transactions"": [
      {
        ""id"": ""1f745f1d-1865-4d10-be99-cb9f7a20abfb"",
        ""description"": ""Cash deposit AED 10000"",
        ""amount"": 10000,
        ""currency_code"": ""AED"",
        ""index"": 0,
        ""pending"": false,
        ""timestamp"": ""2022-09-12T00:00:00Z""
      },
      {
        ""id"": ""0a8c3fd2-7f94-4095-a6dc-6eee8400d9b7"",
        ""description"": ""AMAZON.COM*S37EV3Y93 AMZN.COM/BILL USA"",
        ""amount"": -443.96,
        ""currency_code"": ""AED"",
        ""index"": 0,
        ""pending"": true,
        ""timestamp"": ""2022-09-11T00:00:00Z""
      }
    ],
    ""type"": ""transactions""
  },
  ""results_id"": ""3ef57520-68bb-4ee1-b732-bdb01ae9131a"",
  ""timestamp"": ""2022-09-20T16:04:04.270526478Z""
}
const options = {
  method: 'POST',
  headers: {accept: 'application/json', 'content-type': 'application/json'},
  body: JSON.stringify({
    entity_id: '9aeb067a-9c1a-3631-a6f3-e912c6f4354b',
    account_id: '73a70c83-7f82-4266-a680-56474f910b50'
  })
};

fetch('https://sandbox.leantech.me/data/v1/balance/', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));
{
  ""status"": ""OK"",
  ""payload"": {
    ""balance"": 10852.68,
    ""currency_code"": ""AED"",
    ""account_id"": ""73a70c83-7f82-4266-a680-56474f910b50"",
    ""account_name"": ""Current Account"",
    ""account_type"": ""CURRENT"",
    ""type"": ""balance""
  },
  ""results_id"": ""8edf62d1-9fab-4d9f-a599-6258e76ef277"",
  ""timestamp"": ""2022-09-20T09:50:49.596138125Z""
}
11x

Wally has been able to reduce the average time it takes a user to connect an account by 11X.

iphone mockup showing account details

See Lean in action

Explore what it’s like to connect with Lean as an end-customer and see the data you can extract using the LinkSDK and Data APIs.

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