CashPro API
by Bank of America
Bank of America CashPro treasury APIs for account balances, transactions and payments.
- Category
- Payments & Banking
- Type
- Bank API
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- CashPro API docs
02Data
What you can sync.
- Balances
- Transactions
- Payments
- Statements
Bring CashPro API balances into the same model as revenue and costs, so finance and operations read the same numbers.
Need more? Name any other CashPro API data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
CashPro API uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Bank of America if you need help.
04How it works
How it works in DataMind.
-
Pick CashPro API.
Open Lake, pick CashPro API in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the CashPro API docs.
-
Answer a few questions.
The AI reads the CashPro API documentation, then asks which credentials you will use, which data to sync (for example balances and transactions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then CashPro API data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
