Accountsbanks, cards and wallets
Track every bank account, credit card and wallet, each with its own currency and running balance.
Everything you need
for account management
Account setup, default-account preferences, import links and ledger history form one consistent finance workflow.
All your financial accounts
Track banks, credit cards and wallets, with account type and currency recorded explicitly.
Connected to your ledger
Link transactions, statements and account-level reports to the account they belong to.
Keep currency context
Review each account in its native currency and choose a base currency for your workspace.
An account is more than a balance: it connects statements, transactions and review history. Keep that context with each record.
Ready for review
context at every level
Account context
- Time-based one-time passwords (TOTP)
- Works with any authenticator app
- Enforce MFA for specific user roles
- Built-in enrollment and challenge flows
Currency preferences
- SAML 2.0 support for identity providers
- Connect to Azure AD, Okta, and more
- Automatic user provisioning on sign-in
- Manage SSO from the Dashboard or API
Workspace roles
- OpenID Connect support for any identity provider
- Connect to Auth0, Keycloak, Amazon Cognito, and more
- PKCE security by default
- Configure providers from the Dashboard or API
Explicit finance APIs
the same contracts as Studio
Read and update your records through the same API contracts used by Studio.
// Sign up with email and password
const { data, error } = await supabase.auth.signUp({
email: 'user@example.com',
password: 'secure-password',
})// Sign up with email and password
const { data, error } = await supabase.auth.signUp({
email: 'user@example.com',
password: 'secure-password',
})Account permissions
within your workspace
Workspace roles govern access to accounts and their records. The backend remains authoritative when a financial relationship prevents an operation.
// Moneybook API: use your configured API base URL.
fetch(apiBaseUrl + '/v1/accounts', {
headers: {
'X-Spective-Api-Key': apiKey,
'X-Spective-Workspace-Id': workspaceId
}
}).then(response => {
if (!response.ok) throw new Error('Request failed');
return response.json();
});// Moneybook API: use your configured API base URL.
fetch(apiBaseUrl + '/v1/accounts', {
headers: {
'X-Spective-Api-Key': apiKey,
'X-Spective-Workspace-Id': workspaceId
}
}).then(response => {
if (!response.ok) throw new Error('Request failed');
return response.json();
});Kickstart your next project
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