midday-ai/midday

Features

• Business Accounting - Connects bank accounts and payment processors to automatically sync transactions and reconcile financial records for accurate business reporting.
• Financial Dashboards - Acts as a self-hosted financial dashboard that aggregates bank transactions and automates expense reporting through secure API integrations.
• Self-Hosted Financial Platforms - Deploys a centralized financial tracking and expense management interface on private infrastructure.
• Financial - Aggregates transaction history and account balances from multiple external banking providers for real-time financial oversight.
• Bank Data Synchronization - Integrates with third-party financial providers to fetch and synchronize bank account transaction records.
• Billing and Subscription Management - Tracks recurring billing cycles and service renewals to provide visibility into operational costs and financial commitments.
• Automated Reporting - Categorizes business expenditures and generates structured financial reports through automated workflows.
• Expense Trackers - Centralizes the tracking of recurring subscriptions and business expenditures to simplify manual bookkeeping and financial reporting.
• Banking API Integrations - Connects to external bank accounts via financial data aggregators to synchronize transaction history and monitor cash flow.
• Third-Party Data Connectors - Connects to external financial institutions through secure middleware providers to ingest and normalize disparate transaction data streams.
• Financial Data Import - Imports transaction history from external banking platforms to reconcile financial records within a unified dashboard.
• Financial Transaction Processing - Collects transaction history and balance information from external bank accounts and payment processors into a single view.
• API Request Authentication - Validates client identity by requiring a secure token in the request header to ensure authorized access.
• Account Management - Fetches the current financial standing of connected business accounts to provide real-time visibility into available funds.
• Transaction Auditing - Fetches business transactions from the ledger to identify spending patterns and cash flow trends.
• Account Linking - Establishes persistent connections with external banking providers to enable ongoing retrieval of financial transaction data.
• Role-Based Access Controls - Enforces security policies by mapping user identities to financial data collections and actions.
• Token-based Authorization - Manages persistent access to sensitive financial data by exchanging temporary security tokens for long-lived, scoped API credentials.
• Modular Data Pipelines - Routes raw transaction data through automated categorization and reporting workflows to transform entries into structured insights.
• Server-Side Aggregations - Consolidates multi-source financial data into a unified internal database for consistent reporting and analysis.
• Event-Driven Triggers - Triggers automated background processes to fetch and reconcile financial records whenever new transaction events are detected.

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