1Overview
FinanceModel provides programmatic access to enable enterprise integrations and data exchange workflows. API access is controlled, permissioned, and governed to ensure security, compliance, and platform integrity.
Platform Positioning
- •Enterprise-focused: API access is designed for organizational integration needs, not general developer experimentation.
- •Controlled access: Access is granted through an approval process, not self-serve.
- •Security-first: All API interactions are authenticated, authorized, and audited.
- •Governed: Usage is subject to organizational policies and platform terms.
2Current API Availability
API access is available on a limited, controlled basis for qualifying enterprise customers. The following summarizes current availability:
| Capability | Status | Notes |
|---|---|---|
| REST API | Available | Enterprise plans only. Approval required. |
| Public Developer Portal | Not Available | API access is provided case-by-case |
| Self-Serve API Keys | Not Available | Keys provisioned through approval process |
| Webhooks | Planned | Event-based notifications under evaluation |
| Public SDKs | Not Available | No client libraries are publicly distributed |
Documentation Status
API schemas and endpoint documentation are not publicly available. Approved integrators receive documentation as part of the onboarding process.
3Intended Use Cases
API access is designed to support specific enterprise integration scenarios. The following use cases are appropriate for API access requests:
Appropriate Use Cases
Enterprise System Integration
Connecting FinanceModel with internal ERP, data warehouse, or reporting systems.
Data Exchange Workflows
Automating data transfer between FinanceModel and approved organizational systems.
Internal Tooling Connections
Building internal applications that interact with FinanceModel on behalf of authorized users.
Compliance & Audit Extraction
Extracting audit logs or compliance data for organizational record-keeping.
Not Intended For
- ✗General developer experimentation or prototyping
- ✗Building competing or redistributed products
- ✗High-frequency automated trading or algorithmic access
- ✗Bulk data scraping or extraction beyond approved scope
4Access & Governance
API access is governed by organizational policies and requires explicit approval. The following outlines access requirements and governance principles:
Access Requirements
Enterprise Plan Required
API access is only available to customers on enterprise-tier plans.
Use Case Review
All API access requests are reviewed to ensure appropriate use.
Security Assessment
Certain integrations may require security review before approval.
Agreement Acceptance
API usage is subject to API terms and acceptable use policies.
Governance Principles
Org-Scoped Access
API credentials are tied to your organization.
Permissioned Actions
Actions are limited to authorized scopes.
Audit Trail
All API activity is logged and auditable.
Revocable
Access can be revoked for policy violations.
5Security & Rate Limits
All API access is secured and subject to usage controls. The following security measures and rate limiting policies apply:
Security Controls
Authentication Required
All API requests must include valid authentication credentials (API key or OAuth token).
Least-Privilege Access
API credentials are scoped to the minimum permissions required for the approved use case.
Encrypted Transport
All API traffic is encrypted via TLS. Unencrypted connections are rejected.
Credential Rotation
API credentials can be rotated at any time. Periodic rotation is recommended.
Rate Limiting
Rate limits are enforced to ensure platform stability and fair usage across all integrators. Specific limits are communicated during the onboarding process and may vary based on use case and plan tier.
Rate Limit Handling
- • Requests exceeding limits receive standard HTTP 429 responses
- • Retry-After headers indicate when requests can resume
- • Persistent violations may result in access review
For platform security details, see our Security Documentation.
6Limitations & Expectations
API access is provided within specific boundaries. The following limitations and expectations apply to all API integrations:
Platform Limitations
Not a Public Developer Platform
FinanceModel does not operate as a general-purpose API platform. Access is restricted to approved enterprise use cases.
Not Guaranteed for All Customers
API access is evaluated on a case-by-case basis. Meeting enterprise tier requirements does not guarantee access.
Subject to Change
API capabilities, rate limits, and access policies may change. Changes are communicated with reasonable notice.
No SLA Guarantees
API availability follows platform availability. Dedicated SLAs are negotiated separately for qualifying customers.
Important Notes for Procurement
- • API access requires enterprise-tier contract
- • Schemas and documentation are not publicly available
- • No commitments on future API capabilities or timelines
- • Integration support is provided as part of enterprise onboarding
Request API Access
If you have a qualifying use case and are on an enterprise plan (or evaluating one), contact our enterprise team to discuss API access.
Contact Enterprise Team