OFX
Australian international money transfer and FX provider with business APIs.
- Category
- Payments & Banking
- Type
- Cross-Border payments
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- OFX API docs
02Data
What you can sync.
- Quotes
- Deals
- Payments
- Beneficiaries
- Balances
Bring OFX quotes into the same model as revenue and costs, so finance and operations read the same numbers.
Need more? Name any other OFX 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)
OFX 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 OFX if you need help.
04How it works
How it works in DataMind.
-
Pick OFX.
Open Lake, pick OFX in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the OFX API docs.
-
Answer a few questions.
The AI reads the OFX documentation, then asks which credentials you will use, which data to sync (for example quotes and deals), 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 OFX data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
