Efí Bank
by Efí
Brazilian payment institution, formerly Gerencianet, with Pix, boleto and account statement APIs.
- Category
- Payments & Banking
- Type
- Bank API
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Pix charges
- Boletos
- Statements
- Subscriptions
Bring Efí Bank pix charges into the same model as revenue and costs, so finance and operations read the same numbers.
Need more? Name any other Efí Bank 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)
Efí Bank 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 Efí if you need help.
04How it works
How it works in DataMind.
-
Pick Efí Bank.
Open Lake, pick Efí Bank in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Efí Bank API docs.
-
Answer a few questions.
The AI reads the Efí Bank documentation, then asks which credentials you will use, which data to sync (for example pix charges and boletos), 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 Efí Bank data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
