How to navigate through Insight

We have created Insight to facilitate the use of our services. All the most important services are gathered in one place. On the platform, you can view the import results in a visual format, check API usage statistics, change API configurations, and manage your account settings.

How to get access

To get an invitation to sign up in the Insight portal, after having met all the formalities, you will need to send to our sales team details about a person who should receive the admin rights. The invitation will be sent by our support team and will be valid for 7 days.

The invitation will take you to registration page where you’ll be required to set up a password and 2-factor authentication (2FA). For the latter, you will need a smartphone app like Authy or similar. The login will be simply your email address. For details about a two-factor, please visit this page.

As soon as you register, you will be able to invite your co-workers to the Insight portal and choose their user rights.

Tabs

After logging in, you should see your account name (client ID) on the left side with a drop-down list if you have more than one account. Here you can choose which account you want to use. To switch from one to the other you need to click the arrow next to the account name and then choose the one you want. After selecting the appropriate account, you can begin managing it or review data assigned to it.xs

Upload PDF Statement

Here you can submit your bank statements in PDF format. Just go to the tab, enter ownerExternalId (to identify the user later with your assigned ID), select a bank, upload PDF statements obtained from the user and confirm the operation. If the file is correct, you should receive a report based on the statement you upload. This tab is optional, only accounts that have the PDF parsing service enabled will have it visible.

Clients

Here you can review imported end-users data. After a successful import, the data will automatically appear. You can search the list by ID or by name. The view contains a list of successful imports. To see all sessions go to API Usage.

Additionally, there are two icons next to each report, the first one downloads the report in XLSX format, the second deletes the report from the server. Manual removal of the reports is not necessary as they are deleted automatically 24 hours.

Users

User management tab. Here you can change user permissions, delete accounts and reset 2FA - to find out more, please see this page.

Invitations

Under invitations you’ll be able to see previously sent invitations and whether they were accepted. There’s also an option to add another user to your account - just click the “Invite” button. Remember that the invitation is valid only for 24 hours. You can find out more about the user management option in this guide.

API usage

The tab contains API usage statistics in the form of a chart. Each bar represents a month. After clicking on a specific month, you will download a CSV file containing information about each session in a given month. The report will also include sessions that were not successful.

You can switch between the years in the top right corner of the chart.

Management

Here you can manage your API settings:

Documentation

Banking API

Read-only API to banks. Import all data from any supported bank into your system.

Parsing API

PDF parsing API enables checking PDF statements against tampering attempts.

Zero-integration solution

Easy integration with access to data via Customer Platform.

See documentation change log

Contact

Sales

Do you need help in explaining our products, costs, and cooperation?

Technical Support

Do you have technical questions about our services or API integration?