Balance Refresh Job Workflow

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This guide is under construction and will be updated frequently.

Overview

The Aerosync API enables the retrieval of balance data from a user's linked bank account. Through the Balance and Balance Refresh features, you can retrieve either a previously cached balance amount or refresh a balance to fetch the most recent amount. This functionality is valuable for analyzing whether a user has enough funds to cover an upcoming ACH transaction.

The Basics

A balance refresh call can be initiated after a user completes authentication of their bank account.

Key Terminology

Balance Refresh Job - Runs a job to refresh and retrieve the latest balance information from a financial institution.

MFA - When retrieving Transaction History, an FI may throw an MFA challenge to the end user.

Workflow Diagram