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The Bank Accounts Data Model represents the financial accounts maintained by the business entity at various banking institutions. This unified model streamlines access to bank account information across various accounting platforms.
  • Unified bank account properties: Essential bank account details such as institution name, account name, balance, and currency are standardized across different accounting platforms
  • Currency support: The model includes the ISO-4217 currency code for each bank account, enabling seamless handling of international transactions and reporting

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Attributes

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Bank Account Attributes

PropertyTypeDescription
rootfi_idintegerUnique identifier assigned by Commenda for this bank account
rootfi_created_atstringTimestamp when this record was created in Commenda’s system (ISO 8601)
rootfi_updated_atstringTimestamp when this record was last updated in Commenda’s system (ISO 8601)
rootfi_company_idintegerCompany identifier this bank account belongs to within Commenda
platform_idstringUnique identifier for this bank account in the source accounting platform
platform_unique_idstringAlternative unique identifier from the platform (some platforms provide multiple IDs)
institution_namestringThe name of the financial institution for the bank account
account_namestringThe name of the bank account
account_numberstringThe bank account number
balancedoubleThe current balance of the bank account
currency_idstringThe currency ID of the bank account
categorystringThe category of the bank account
updated_atstringThe date and time the bank account was last updated

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Expandable Attributes

Use the expand query parameter to include related objects:
  • expand=currency - Includes full Currency object details

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Properties Supported

PropertyTypeDescription
platform_idstringThe Platform’s ID for the bank account
institution_namestringThe name of the financial institution for the bank account
account_namestringThe name of the bank account
account_numberstringThe bank account number
balancedoubleThe current balance of the bank account
currency_idstringThe currency ID of the bank account
categorystringThe category of the bank account
updated_atstringThe date and time the bank account was last updated
{
  "rootfi_id": 123,
  "rootfi_created_at": "2024-01-25T09:00:00Z",
  "rootfi_updated_at": "2024-01-25T09:30:00Z",
  "rootfi_company_id": 456,
  "platform_id": "123456_1",
  "platform_unique_id": "123456",
  "institution_name": "RootFi Investment Bank",
  "account_name": "RootFi Asset Account",
  "account_number": "xxxx1234",
  "balance": 5500.75,
  "currency_id": "USD",
  "category": "checking",
  "updated_at": "2024-01-25T10:30:00Z"
}