Getting started

Prerequisites

1. Request login credentials to Findity's Admin Portal by contacting your project manager or Findity's support.
2. Activate API connectivity on the Marketplace page.
3. Obtain API credentials — you need a client_id and client_secret to authenticate. To obtain these, you log into your Findity Admin Portal using your login credentials and navigate to Administrators → API keys.

Environments

Findity provides two environments. Use the stage environment during development and testing, then switch to production when you're ready to go live.

⚠️

All examples in this guide use the stage base URL. Replace stage-api.findity.com with api.findity.com when moving to production.

Step 1: Authenticate

Every integration starts with obtaining an access token. Send a POST request to the OAuth token endpoint using the client_credentials grant type:

curl -X POST https://stage-api.findity.com/oauth/token \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET"

A successful response returns a Bearer token:

{
  "access_token": "eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9...",
  "token_type": "Bearer",
  "expires_in": 3600
}

Include this token in the Authorization header for all subsequent API requests:

-H "Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9..."

⏱️

Tokens expire after the duration specified in expires_in (in seconds). Your integration should handle token refresh by requesting a new token before the current one expires.

Step 2: Choose your integration path

After authentication, continue with one or more of the APIs below. We recommend integrating them in this order:

Recommended integration order

Most partners begin with the Admin API to set up the organizational foundation and provisioning, then add the Expense API when they want to embed expense management into their product, and integrate the Connect API for accounting exports. Each API can be integrated standalone, but following this order ensures each layer builds on the previous one.