Minhas Finanças(My Finances)API 集成与协议分析

将个人财务管理功能以合规、可复用的 API 形式交付:交易导入/导出、预算、报表、OFX/CSV 同步。

起价 $300
OpenData · OpenFinance · 协议分析 · OFX / 导出

把 Minhas Finanças 的记账与报表能力安全接入您的系统

我们为个人理财类 App(像 Minhas Finanças)提供协议分析、数据抽取、导入/导出 API、自动化报表与合规交付。支持 OFX/CSV/Excel、导出历史交易、预算规则同步与邮箱报表。

交易与账户同步 — 支持历史交易批量导出、分页查询、类别与标签、附件(收据)同步与多币种处理。
导入 / 导出 — OFX/CSV/Excel 自动转换器,支持导入银行 OFX 文件或第三方导出后自动映射到内部分类。
报表与导出 — 按日/周/月/年生成图表与 Excel/PDF 报表,支持定时生成和通过 webhook/邮件下发。
隐私与合规 — 基于最小权限原则的授权流程,提供数据保留策略与 NDA/合规建议。

交付项(示例)

我们交付给您的内容

  • OpenAPI / Swagger 文档(包含认证、分页、过滤、导出端点)
  • 协议分析报告(网络/授权/数据模型),含“可授权采集”与“仅公开数据”两种方案
  • 可运行示例源码(Node.js / Python),包含 ETL 及定时任务
  • 自动化测试脚本与 Postman 集合 / CI 集成示例
  • 集成手册、部署说明与合规建议(数据保留、最小化、加密)

示例 API:查询交易(伪代码)

# 示例:分页查询某账户交易(伪代码 / curl)
curl -X GET 'https://api.yourdomain.com/v1/minhasfinancas/accounts/123/transactions?from=2025-01-01&to=2025-02-01&page=1&page_size=50' \
  -H 'Authorization: Bearer <ACCESS_TOKEN>' \
  -H 'Accept: application/json'

Response 200 OK
{
  'account_id': '123',
  'page': 1,
  'page_size': 50,
  'total': 372,
  'transactions': [
    {'id':'tx_001','date':'2025-01-05','amount':-45.90,'category':'Food','notes':'Lunch','currency':'BRL'},
    {'id':'tx_002','date':'2025-01-07','amount':1200.00,'category':'Salary','notes':'','currency':'BRL'}
  ]
}

重点对接场景

OFX/CSV 批量导入、收据照片与附件同步、预算与提醒规则同步、导出 Excel 报表并通过 webhook/邮件定期派送、与会计系统或企业 ERP 的流水对接。

API 集成快速指南(给客户)

  1. 准备阶段:提供目标 App 名称(已提供)、是否允许授权数据采集、示例导出文件(OFX/CSV)、及测试账号(若可提供)。
  2. 协议分析:我们进行被动/授权协议分析(2-5 个工作日),确认认证方式(OAuth2、Token 或会话 Cookie)、数据字段与分页逻辑。
  3. 接口实现:交付 OpenAPI、示例代码、ETL 脚本与自动化测试(3-8 个工作日)。
  4. 验收与部署:联合测试、NDA/合规文件确认与生产部署支持(1-3 个工作日)。

技术与安全说明

  • 认证:首选 OAuth2 / OpenID Connect;也支持基于 API Key 的短期测试
  • 数据传输:TLS 1.2+,静态数据加密建议使用 AES-256
  • 隐私:只采集客户授权的最小字段;支持导出注销/删除请求的实现
  • 合规:为银行/财务类项目提供合规指导(NDA、数据保留、KYC 视项目要求)

关于我们

我们是一家专注于 App 接口集成与授权协议分析的技术工作室,团队成员来自移动支付、金融科技与云端安全领域。提供从协议分析、接口重构、OpenData 与 OpenBanking 集成到自动化脚本交付的一站式服务。

  • 支持 Android / iOS 的应用级协议分析与正规授权集成
  • 交付可运行源码(Python / Node.js / Go)、OpenAPI 文档与 Postman 集合
  • 市场化海外项目经验,熟悉多地区隐私法规与合规落地
  • 起步服务 $300,可提交需求后先交付样例并按满意度付款

联系方式

如需报价、提供测试文件或提交目标 App 名称与需求,请通过下方页面联系我们:

查看联系方式 / 提交需求

📱 原始 App 完整介绍(Minhas Finanças / cicero.minhasfinancas)

以下为原始应用描述(用于技术对照与需求确认):

❤ My Finances: The best financial manager on the Play Store!

The app has several extremely essential functionalities that make it the most comprehensive application in the financial category!

☆ Main Features

• Control of any and all types of income (bank accounts, salary, informal income, commerce, etc.);
• Control of any and all types of expenses and revenues (installments, fixed and variable);
• Know your monthly and even annual savings;
• Credit card control;
• Detailed statement for credit cards and registered accounts;
• Complete customization of the app's home screen with the most relevant information for you;
• Data export to Excel, PDF, CSV, and HTML;
• Various graphs for displaying expense and/or revenue evolution in the form of line, bar, or pie charts;
• In the Reports menu, you can filter throughout your history of revenues and expenses by account, categories, and subcategories, and much more;
• Statistics providing averages between expenses on days, weeks, or months, detailing daily averages and making comparisons with other periods to give you a full understanding of how you are saving compared to your past habits¹;
• Categorization and subcategorization of revenues and expenses to organize your finances well and be aware of what you are spending and earning more;
• Multicategories for expenses: Inform the divisions for an expense;
• Calendar available so you can see how your finances are distributed throughout the month;
• Integration with Google Calendar and other calendars available on the device to save expense reminders and be reminded by email by the selected calendar;
• Password protected by you. It is possible to enter with biometrics on devices that have the feature;
• Notification of revenues and expenses close to expiration;
• Notification for closing statements;
• Attachment of receipts (image or PDF) for revenues, expenses, transfers, and credit card statements;
• Transfer functionality between accounts;
• Budgets for your categories and subcategories, both for revenues and expenses;
• Import OFX files from bank accounts and credit cards or CSV (in the standard accepted by the app)¹;
• Calculate your investments with the calculator within the Tools menu;
          

(以上文本由客户提供,作为功能参考 — 我们仅在获得授权或使用公开/用户提供数据的情况下开展集成。)