Documentation index for AI agents (llms.txt)

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Developer Portal
Documents

Documents overview

Upload formats, timing, and JSON bank statement structure

Upload supporting documents – bank statements, VAT returns, and company accounts – to support a customer's application. Uploading documents helps your customers get faster decisions and larger offers.

List documents

GET /document_upload/{customer_id}/

Upload document

POST /document_upload/{customer_id}/

Upload bank statement

POST /bank_statements/{customer_id}/

Essentials

  1. 1
    Upload before requesting offers

    Upload all available documents before calling GET /offers/ or GET /login_link/. This enables faster automated decisions, more instant approvals, and larger offers.

  2. 2
    Use the right format

    PDFs for most documents (bank statements, accounts, VAT returns). JSON only for Open Banking bank statement data. Non-PDF files take longer to process.

  3. 3
    Check upload status

    GET /document_upload/{customer_id}/ returns document status and any reject_reason if a document wasn't accepted.

Only send one bank account per request/file. Uploading the same file twice returns an error.

Reference