Skip to main content
The PDF API upload flow lets you collect a user’s financial data by uploading bank statement PDFs directly through the API — no hosted UI, no web redirection. Statements are processed through OCR, grouped by account, and analytics are computed automatically.
This flow is for server-to-server integrations where you already have the PDF files and want to submit them programmatically. If you need a hosted upload UI for end users, see PDF Enabled.

​
Integration Flow

1

Initiate Upload

Call POST /orchestration/init to start a new workflow. Receive a transactionId used for every subsequent call. See Initiate Upload.
2

Submit PDF Files

Call POST /orchestration/submit with all bank statement PDFs encoded as base64. Multiple files can be submitted in a single call. The system runs OCR preview per file and groups them by detected account number automatically. See Initiate Upload.
3

Confirm Submission

Call POST /orchestration/submit again with an empty input_data array and "action": "CONTINUE" to kick off processing. See Initiate Upload.
4

Track Status

Poll POST /transaction/status until the journey reaches a terminal state (SUCCESSFUL / UNSUCCESSFUL). See Track Status.
5

Fetch Data

Retrieve the raw FI data or computed analytics (JSON, XML, or Excel) using the same transactionId. See Fetch Data.

​
Pages in this section

​
Base URL & Headers

Base URL (UAT / Production): Contact support@moneyone.in. All API requests use these headers:

​
Quick Reference

​
Endpoints

Need Help?

Contact support@moneyone.in for technical assistance or integration queries.