ACCOUNT AGGREGATION API
Build around your users’ financial picture with Bluwhale. Our developer ecosystem brings user-permissioned bank, wallet and exchange data into the same development journey, connecting account access with the financial context your application or AI agent needs.
BUILT WITH BLUWHALE
A financial application becomes more useful when it can work across the accounts a user chooses to connect. Bluwhale brings financial data and agent infrastructure together, so your team can build beyond a single source or isolated account view.
Start with the accounts relevant to your product and a clear reason for accessing them. Bluwhale’s approach centers on user-permissioned financial data, making the connection part of a deliberate product journey rather than an invisible background step.
Move from separate account sources toward records your application can use. Bluwhale presents REST API access and pre-built schemas as part of its developer offering. Use the current documentation to match available account types and fields to your integration.
Account aggregation is a starting point for personalized financial experiences. Bluwhale connects the data layer to tools for building and distributing agents, helping your team carry financial context into a useful application workflow.
HOW IT WORKS
Consider a product that needs to explain a user’s financial position across a bank account and a digital wallet. The integration begins with permission and source coverage, then moves into a structured view the application can explain. Use this implementation sequence to scope your Bluwhale project.
List the sources, account types and records your first workflow needs. Bring that list to Bluwhale’s documentation or team so the integration starts with a concrete product requirement.
Explain what the user shares and why. Connect the authorization experience to the specific feature being enabled, and make access management easy to understand.
Map available fields into your application’s account model. Keep identifiers, currencies and source timestamps meaningful as information moves between the API and your product.
Use the available developer resources and sandbox path to evaluate the integration. Include expired authorization, incomplete records and reconnection alongside the successful account-linking flow.
Account Aggregation API workflow
A conceptual workflow. Available capabilities depend on the selected integration.
PRACTICAL USE CASES
Bluwhale connects account context to a broader financial ecosystem. These are practical directions for an integration; the sources and actions needed for each should be scoped with the developer team.
Bring the accounts a user authorizes into a clearer financial view. A useful first release can focus on explaining what is connected and which balances or records inform the experience.
Ground an assistant in the account context the user has shared. Define the question, relevant records and reporting period so the answer relates to the user’s actual financial situation.
Use permissioned context as the input to a defined agent task. Keep data access and permission to execute an action distinct in the product journey.
YOUR QUESTIONS, ANSWERED
Understand the workflow and choose your next step with Bluwhale.
It gives an application a programmatic way to work with information from connected financial accounts. Bluwhale places user-permissioned account data within a developer ecosystem that also supports financial AI agents.
Bluwhale’s developer offering includes user-permissioned data across banks, wallets and exchanges. Exact institutions, account types and available fields should be confirmed for your integration through the current developer documentation and team.
No. Reading financial records and executing a transaction are different capabilities. Scope the data your application needs separately from any agent tools or transaction permissions it may request.
Begin with Bluwhale’s developer documentation and one well-defined account workflow. Identify required sources and fields, then use the sandbox and developer support path to assess the integration before expanding it.
EXPLORE BLUWHALE
YOUR NEXT STEP
Bring your account requirements and first use case to Bluwhale. Explore the developer platform, review the documentation and take the next step toward a permissioned financial integration.