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。
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。
# 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'}
]
}
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。
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。
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。)