Protocol analysis, OFX/CSV adapters, transaction APIs and secure account aggregation for cicero.minhasfinancas
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.
# 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' }
]
}
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).
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
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.
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.
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.
My Finances is a personal finance manager offering a comprehensive set of features to control income, expenses, credit cards and investments. It supports:
These features make My Finances a strong candidate for API extraction, OFX normalization and automated bookkeeping integrations.