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Text Content

Docs

 * Getting Started
    * Introduction to the Planky Platform
    * Invite your first Customer
    * Make your first API call with Postman

 * Product Guides
    * KYC and Account verification
    * Salary verification
    * Transaction classification
    * Insights
    * Financial Credibility and Liquidity score

 * API Reference v3.0
    * Overview
    * Authentication
    * Customers
       * Create Customer
       * Get Customers
       * Delete Customer
   
    * Banks and Categories
       * Get Banks
       * Get Categories
   
    * Post Your Own Data
       * Post Bank Accounts
       * Post Bank Balances
       * Post Bank Transactions
   
    * Customer Banking Data
       * Get Banks
       * Get Bank Consent
       * Get Accounts
       * Get Account Parties
       * Get Balances
       * Get Transactions
       * Update Transactions
       * Get Statements
   
    * Customer Data Enrichment
       * Get Personal Affordability
       * Get Personal Affordability Weights
       * Get Personal Events
       * Get Personal Cashflow
       * Get Business Cashflow
       * Get Personal Insights
       * Get Business Insights
       * Get Personal Forecasts
       * Get Business Forecasts
   
    * Report Status
       * Get Report status
       * Get Report status list
   
    * Invitations
       * Create invitation
       * Get invitations
       * Revoke invitation
   
    * Utils
       * Get Processing Status
       * Get Processing Statuses
   
    * Web Component
       * Get JavaScript One Time URL
   
    * Custom UX/UI Flow
       * Overview
       * Allowed Redirects
          * Create Allowed Redirect Url
          * Delete Allowed Redirect Url
          * Get Allowed Redirect Url List
      
       * Build Steps
          * Get Access Token
          * Create Customer
          * Create Customer Token
          * Get List of Banks
          * Create Consent Screen
          * Create Bank Flow Url
      
       * Utils
          * Delete Consent
          * Get Consent Status
   
    * Webhooks
       * Create webhook
       * Get webhooks
       * Delete webhook

 * SDK
    * WebComponent
    * Android
       * Build UX SDK
   
    * iOS
       * Build UX SDK

 * Knowledge base
    * Open Banking Overview
    * Open Banking Glossary
       * AIS
       * AISP
       * ASPSP
       * API
       * Berlin Group
       * CBPII
       * CMA
       * CMA9
       * eIDAS certificates
       * EBA
       * FCA
       * GDPR
       * KYC
       * NCA
       * Open API
       * Open banking
       * Open banking API
       * Open Banking Directory
       * OBIE
       * OBWG
       * Open Finance
       * Payment Account
       * PIS
       * PISP
       * Premium API
       * PSD2
       * PSU
       * QCSEAL
       * QTSP
       * QWAC
       * RTS
       * STET
       * SCA
       * TPP
       * VRP

Connection capabilities

Account aggregation

Open Banking Demo

Live API demo


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DOCUMENTATION

Browse articles, tutorials and documentation to learn about and use Planky


GETTING STARTED:

Introduction to the Planky Platform

Get acquainted with the basic structure of the Planky platform

Invite your first Customer

Enable your customers to begin using open banking in just a few simple steps

Make your first API call

Begin retrieving live customer data from Planky’s API


PRODUCT GUIDES:

KYC and Account verification

Planky offers a fast and modern way of validating who owns a given bank account.
Find out how here.

Salary verification

Learn how Planky is applying advanced modelling techniques in order to identify
this crucial data point.

Transaction classification

Transaction classification is the key to interpreting open banking data. See how
this is done here.

Insights

Planky’s suite of analytical metrics gives the deepest insights yet into
customer financial behaviour

Financial Credibility and Liquidity score

Get an immediate assessment of a customer’s ability and capacity to repay credit
with these two scores

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On this page
 * Getting started
 * Product Guides

Product

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 * Account Information Services
 * Supported Banks
 * Report Live Preview
 * Pricing

Developers

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 * Security
 * Job Offers

Support

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 * Talk to Sales
 * Support Heroes
 * About us
 * Events
 * Blog

Customers

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 * Customer Centre
 * Privacy Policy
 * Terms and Conditions
 * FAQ

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84 Brook Street

London W1K 5EH

Call us on +44 20 3709 6726

Company registered in England

Company number 09168668, ICO ZA111687

VAT registration number 206 9758 80

Authorised and Regulated by the Financial Conduct Authority. (FRN: 821100,
781963)