No-code onboarding, data categorization and automated integration monitoring

Phew, another cycle has come to an end! We have new features, improvements and fixes, all already available to every user.

🆕 No-code onboarding for new customers

We’ve received a lot of praise for our API documentation, but a recurring complaint from customers is not having a team available to build the integration. With that in mind, we’re working on a fully no-code feature: you won’t need to write a single line of code to use Trio and bring all the concepts of Open Finance into your business.

The no-code integration is still in beta, but anyone can already sign up and request access.

🆕 Transaction categorization

We’ve finally launched our transaction categorization model. We know how different it is to categorize and generate value from individual (retail) and company (business) transactions, so our model was trained on business accounts, and we’ll soon announce it for personal accounts too.

Categorization is part of the transaction: whenever we receive a transaction, we process it in the background and, once that’s done, update the status of each transaction.

The categorization model is in beta and already available to all customers. For any questions or suggestions, please get in touch.

🧠 Improvements

• When Trio requests access to Banco do Brasil - Business accounts, the device will be named with a few random letters and numbers to avoid duplicates, for example: Trio-JDO92D;
• We’ve added a new field called accounting_type to the transaction object, with the value debit (for negative amounts) or credit (for positive amounts);
• When a connection with MFA (multi-factor authentication) is created, it will fetch all information right away to make the most of the session;
• We did a complete review of the documentation.

🐛 Bugs

• We had no bug fixes this cycle, but if anything looks wrong to you, please let us know.

Until next time.