End User Integration
The Tidely Public API is designed for customers who want to build integrations with their own Tidely account. Common use cases include:
- ERP sync: Automatically import invoices from your accounting software
- Financial planning automation: Programmatically create and update financial plans
- Reporting: Export financial data to your own BI tools or dashboards
- Custom workflows: Trigger Tidely actions from your own business processes
Prerequisites
- An active Tidely account
- API access enabled (contact support if not already enabled)
- An API key (see Authentication)
Getting Started
→ Getting Started Guide — set up your first integration in minutes
→ Authentication — how to create and use API keys