Welcome to Basiq
Basiq is a Consumer Data Right accredited API platform that provides the building blocks of financial services.
Recent Releases
Create Insight NEWCreate an insight for one or more users in a single request. Supports all five verification types: Account, Balance, Identity, Income, and Expense Ratio.
List Insight Types NEWReturns all supported Insight types and the input schema each type expects. Designed as static reference data for discoverability and validation.
Retrieve Insight Type NEWReturns the definition of a single Insight type by ID, including its expected input schema.
Payees API NEWManage and retrieve payee information with support for multiple payee types including domestic, biller, international, and digital wallet payments.
Expense Ratio Insights NEWAnalyze spending patterns and expense distribution across categories with detailed financial insights.
Verify Income Insights NEWVerifies if a user's income falls within a specified range using a required min and optional max value.
Identity API - Insights NEWIdentity features are on the way — stay tuned for updates.
Insights API – Account Details NEWGet detailed account insights via /users/{userId}/insights/account to build richer account experiences.
Account Balance VerificationQuery account balance insights with flexible filtering (min/max parameters). The verification result is now returned under balance instead of accountNumber.
Analytics API – Connection AnalyticsRetrieve insights about user connections to build stronger analytics dashboards.
Merchant Search & RetrieveEnrich your transactions by searching and retrieving merchant info.
Basiq Demo AppA one-stop demo app to explore Basiq's APIs and end-to-end workflows.
Developer Basics
Developer HubGuides, best practices, SDK & CLI support
Access MethodsWeb connector, Open Banking, statement upload options
Connections & SyncManage user connections, refresh patterns, caching
Reports & Affordability APIsCreate and retrieve statements, affordability and expense summaries
Webhooks & Real‑timePost‑back events for jobs, connections or data updates
SDK / CLIGenerate JavaScript / TypeScript SDK from OpenAPI or use CLI
Integration Guides
API & Connector Health
Updated 5 days ago