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PFM Stack provides an Embedded React SDK that allows you to integrate a Personal Finance Management experience into your application with minimal effort. With just a few lines of code, you can enable users to aggregate all their financial data in one place using the Account Aggregator framework.

Step-by-Step Integration

STEP 1: Initialization of SDK API

When a consumer wants to open PFM, your backend service must trigger the initialization of SDK API. Follow the SDK Init API guide to integrate with the API in your backend server.

STEP 2: Adding React SDK as dependency

Add the following dependency to your package.json. Run npm install to install the dependency. If you are using any other dependency management library, refer to that library documentation to add below npm package as dependency.

Step 3: Launch PFM SDK

Once the Initialize API is invoked and you have session_token, the PFM SDK can be opened from client using the below procedure: In your Component (Or any of your React Component) use the below snippet to launch Equal SDK.

Important Code for integration

SDK Parameters

SDK Callback Methods

The openPFM method of PFMSDK accepts the following callbacks methods: onError: this is Invoked by SDK when
  • There are failures in opening the UI
  • Session Timeout.
onClosed: Invoked when the SDK is closed by the user.