My Finances — Integration & OpenFinance Services

Protocol analysis, OFX/CSV adapters, transaction APIs and secure account aggregation for cicero.minhasfinancas

Starting at $300 — Delivery-first option available
OpenData · OpenFinance · Protocol Analysis · OFX / CSV Integration

Turn My Finances features into production-ready APIs and connectors

We provide compliant, documented API implementations to extract account balances, transaction histories, card statements, and import/export workflows (OFX/CSV/PDF attachments) from the My Finances app or similar personal finance managers.

Transaction & Account APIs — Paginated transaction feeds, multi-account aggregation, recurring-payments detection and category mapping for analytics or bookkeeping systems.
OFX / CSV Import Adapter — Robust parsers and normalization for bank OFX and custom CSV formats, with automatic reconciliation and error handling.
Attachment & Receipt Sync — Securely extract images/PDF receipts attached to entries and deliver them via signed URLs or encrypted transfer for compliance.
Privacy-first Design — Minimal data retention, consent logging, biometric session handling and guidance for compliance with local privacy laws.

What we deliver

Standard deliverables

  • API specification (OpenAPI 3.0) for Accounts, Transactions, Attachments and Import endpoints
  • Protocol analysis report and data mapping (field-level)
  • Production-ready connector code (Node.js / Python) with Docker deployment
  • OFX/CSV parser & normalization module + sample import scripts
  • Automated test suite, integration tests and sample client SDK

Example API: Fetch transactions (pseudocode)

# POST /api/v1/finance/transactions
# Auth: Bearer <SERVICE_TOKEN>
{
  'account_id': 'checking-123',
  'from_date': '2025-09-01',
  'to_date': '2025-09-30',
  'page': 1,
  'per_page': 100
}

Response: {
  'status': 'OK',
  'page': 1,
  'per_page': 100,
  'total': 286,
  'transactions': [
    { 'id':'tx-0001','date':'2025-09-02','amount':-45.20,'currency':'BRL','category':'Groceries','notes':'Supermarket','attachments':[ 'url1' ] },
    { 'id':'tx-0002','date':'2025-09-05','amount':1200.00,'currency':'BRL','category':'Salary','notes':'Company payroll' }
  ]
}

Typical integration scenarios

Account aggregation for personal finance dashboards, automated bookkeeping (attach receipts and export Excel/PDF), tax reporting exports, backup & migration between finance apps, and bank statement imports (OFX).

Core benefits

  • Turnkey API with OpenAPI docs and sample SDKs
  • Reduced time-to-market for bookkeeping, accounting, and aggregation features
  • Privacy-first, consent-driven data extraction workflows
  • Cross-platform code: runs on Android/iOS backend proxies or cloud functions

Integration checklist

  1. Provide target use-cases (transactions, OFX import, attachments export)
  2. Provide sample data or sandbox credentials if available
  3. Confirm legal & compliance constraints (consent flow, retention limits)
  4. Choose deployment target (customer cloud, our managed endpoint, or on-prem)

API Integration Instructions (quick start)

1) Authentication
POST /api/v1/auth/token
Content-Type: application/json
{
  'client_id':'YOUR_CLIENT_ID',
  'client_secret':'YOUR_SECRET'
}
Response: { 'access_token':'abc...', 'expires_in':3600 }
            
2) Fetch accounts
GET /api/v1/finance/accounts
Authorization: Bearer <ACCESS_TOKEN>
Response: [ { 'id':'checking-123','name':'Checking','currency':'BRL' } ]
            
3) Import OFX / CSV
POST /api/v1/finance/import
Content-Type: multipart/form-data
file: statements.ofx (or .csv)
body: { 'account_id':'checking-123' }
Response: { 'import_id':'imp-2025-01', 'status':'processed', 'errors':[] }
            
4) Download receipts
GET /api/v1/finance/attachments/{attachment_id}
Authorization: Bearer <ACCESS_TOKEN>
Response: 302 -> signed URL or 200 with binary stream
            

Security & Compliance

We implement token-based auth, per-user consent logs, encrypted storage, and configurable retention policies. We provide guidance for GDPR, LGPD and other regional privacy requirements and can include an NDA on request.

About our studio

We are a technical service studio focused on app interface integration and authorized API delivery. Our team has deep experience in mobile apps, fintech, and protocol analysis. We deliver source code, OpenAPI specs, test suites and deployment instructions so your team can move from PoC to production quickly.

  • Expertise: reverse engineering & protocol analysis (legal & consent-first)
  • Platforms: Android, iOS, Node.js, Python, Docker
  • Deliverables: SDKs, scripts, documentation, and automated tests
  • Pricing: transparent; projects start at $300

Contact

To start, provide the target app package (already provided), and tell us which data you need (transactions, OFX import, receipts, exports). We will propose a scoped plan.

Contact Us

📱 Original App: My Finances (cicero.minhasfinancas) — Full description

My Finances is a personal finance manager offering a comprehensive set of features to control income, expenses, credit cards and investments. It supports:

  • Income control for any source: accounts, salary, commerce
  • Expense management including installments, fixed and variable costs
  • Monthly and annual savings tracking and forecasts
  • Credit card statement control and detailed transaction lists
  • Full home screen customization and widgets for relevant data
  • Export to Excel, PDF, CSV and HTML
  • Graphs and charts (line, bar, pie) and historical reports with filters by account, category and date
  • Statistics with daily/weekly/monthly averages and period comparisons
  • Categorization/subcategorization and multicategory support for single expenses
  • Calendar view and Google Calendar integration to save reminders
  • Biometric login and password protection; notifications for due revenues and expenses
  • Attach receipts (image/PDF) to entries, transfer between accounts, set budgets and import OFX/CSV
  • Tools: investment calculator and other utilities

These features make My Finances a strong candidate for API extraction, OFX normalization and automated bookkeeping integrations.