J.P. Morgan Business Direct Connect
Account transactions
Retrieve transactions for a consented account to support account reconciliation, cash flow reporting, and transaction analysis. Depending on the transaction, the response may include a treasury management code that you can use to categorize the transaction.
What you can build
Use transaction data to build business workflows such as:
Automate account reconciliation
Match bank activity to ledger entries in your Enterprise Resource Planning (ERP) system.
Predict cash flows
Analyze inflows and outflows, and combine them with ERP data to forecast cash positions.
Classify payments
Use transaction codes and other attributes to categorize payments into spend buckets.
Identify unusual activity
Compare retrieved transactions with expected account activity to identify exceptions or patterns that may require further review.
Related
- Refer to the Overview page to learn more about the J.P. Morgan Business Direct Connect API.
- Refer to the API specification for a complete list of required and optional parameters, error codes, and response formats.
- Learn how to retrieve account transactions.