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Enriched transactions

get
https://api.ocrolus.com/v2/book//enriched_txns

Retrieve categorizations for each transaction in the requested Book.

It's the building block for all the Cash Flow Analytics products. It contains a comprehensive list of categories, accurate Transaction tagging, and improved revenue, expense, and transfer logic. To learn more about the available transaction categories, expand the RESPONSES section below.

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Path Params
uuid
required

The unique identifier of the Book that you'd like to analyze.

Query Params
integer

The starting point (number of records to skip) from the latest transaction to fetch results.

integer

The maximum number of records to be fetched starting from the specified offset value.

boolean
enum
Defaults to false

Provides an option to include pending transactions in the response. When set to true, the response payload includes an additional pending_plaid_transactions field listing currently pending transactions for the Book’s Plaid-linked accounts.

Pending Plaid transactions are transactions that the financial institution has reported to Plaid but which have not yet posted to the account. For example, card authorizations that have not cleared, or ACH debits still in flight. Including them gives you early visibility into recent activity that will eventually appear in the posted transaction set.

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Note

  • Pending transactions are surfaced for visibility only. They are not processed through Ocrolus’s enrichment pipeline and therefore do not include tags, categories, or counterparties.
  • These transactions are excluded from all analytics outputs. Cash flow features, Book summaries, risk scores, lender analytics, and analytics exports are computed only from posted transactions.
  • Once a pending transaction posts at the financial institution, it is processed through enrichment and appears in the standard posted transaction set on the next refresh. The pending entry is then removed.
Allowed:
Responses

Updated 2 days ago

Language
Credentials
OAuth2
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Response
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application/json

Updated 2 days ago