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Money management

Track balances, payouts, and stored value.

DocumentationMoney managementGETServer key

Method

GET

Endpoint

/v1/treasury/financial_accounts

Notes

Stored value and treasury

Balance visibility

Payout control

Stored value

Quick steps

  1. 1Check balance views before setting payout rules.
  2. 2Keep payout timing predictable and easy to explain to finance teams.
  3. 3Use treasury or stored-value features only when the business model needs them.

Money overview

This section keeps the balance and payout flows easy to scan.

  • Separate pending and available balances.
  • Make payout schedules predictable.
  • Keep treasury or stored-value features optional.

Default flow

Finance teams should be able to look at this section and know where money is and when it moves.

Previous

Transfers

Move funds between connected accounts.

Next

Balances

See available and pending funds at a glance.