Overview

Build and plan your Roots Finance integration with the Beta API.

⚠️
Roots is actively developing the Beta API. See API versions and Beta status before using a workflow in production.

Understand Roots objects, lifecycle states, balances, and compliance-aware workflows.

Explore the current Beta endpoints, schemas, parameters, and responses.

Plan your integration

Create a business person and link its associated people for review.

Plan the sequence from reviewed end customer to account, counterparty, and payment.

Track information requests and handle blocked onboarding or payment activity.

Validate access, lifecycle handling, reconciliation, and released production capabilities.

Review API versions and Beta status for current availability and production requirements, then verify the released contract in the API reference.