#john_api

1 messages · Page 1 of 1 (latest)

modern sableBOT
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shell halo
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I don't believe there's any features that let's you access bank "statements" as such. You probably can build your own flow where your customers can upload their statements via your integration.

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actually, nvm

brittle lichen
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yes, I am looking at that.
Can you provide a bit detail:

  1. can the transactions be viewed on Stripe Dashboard? and using API?
  2. Is there a special permission required from the Customer? We are using SetupIntents to add Customer bank account.
  3. Can the same be done on bank account on Stripe Connect?
  4. Can we view transactions over 6 months old? what are the limitations
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I know we can request the access via SetupIntent call. Is that sufficient or is there a process thereafterr?

shell halo
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My team won't know much about what's possible with the dashboard as we mainly focus on the API side of things. So you'd likely want to double check with the support team about this.

1/ I believe this is API only.
2/ Aside from request to access - https://docs.stripe.com/financial-connections/transactions?financial-connections-integration=setup_intent#request-access-to-transactions, no other "special" permissions are required.
3/ I believe so, https://docs.stripe.com/financial-connections/connect-payouts
4/ Yes, we return list of upto the last 180 days of transaction history on the account - https://docs.stripe.com/financial-connections/transactions?financial-connections-integration=setup_intent#retrieve-transactions

After Stripe successfully refreshes transactions on the account, you can retrieve them using the transactions list API:

Stripe returns a paginated list of up to the last 180 days of transaction history on an account, depending on the account’s financial institution.

brittle lichen
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thanks @shell halo
so, we can access last 180 days transactions for a new client, right?

shell halo
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Yup

brittle lichen
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@shell halo I do not clearly see any reference to Connect account for collecting the transactions, can you please verify and provide link to the documentation?

shell halo
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It's linked in the get started section of the docs I shared