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Partner Integration

The Tidely Partner API is designed for white-label partners and system integrators who need to access the API on behalf of multiple end customers. It offers the same capabilities as the Public API but uses OAuth 2.0 for authentication, enabling secure delegated access.

Use Cases

  • White-label applications: Build a product powered by Tidely's financial data capabilities
  • ERP connectors: Create certified integrations for ERP systems (e.g., DATEV, SAP, Lexoffice)
  • Financial platforms: Embed Tidely's planning features into your own financial platform
  • Multi-tenant SaaS: Manage financial planning across your customer base

Becoming a Partner

Contact partnerships@tidely.com to discuss a partnership agreement and obtain your OAuth 2.0 client credentials.

Getting Started

Getting Started Guide — set up your first partner integration

Authentication & Tenant Context — OAuth 2.0 setup and multi-tenant access

Embedded Integration

If you want to surface Tidely's UI inside your own application instead of (or in addition to) consuming the API, the Embedded Integration lets you log a Tidely user in via SSO and render the Tidely app in an iframe.

Embedded Integration overview — when to use it and how it fits together

Partner SSO — mint init tokens for your users

Frontend Messaging — the parent ↔ iframe postMessage protocol

API Reference

Full Partner API Reference