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1

Authenticate

Get your partner access token.Exchange credentials for partner token:
  • POST to /v1/platform/oauth2/token/ using Basic Auth
  • Use partner UUID and API key (provided by Thred)
  • Store the returned partner token
See authentication guide
2

Onboard Business

Create a business in Thred when user signs up for accounting.Create business:
  • POST to /v1/platform/businesses/ with business details
  • Use partner token from Step 1
  • Store returned business_id in your database
Get business token:See onboarding guide
3

Embed Accounting UI

Add Thred’s accounting interface to your platform.Install SDK:
npm install @thredfi/accounting
Mount widget:
  • Add container element to your app
  • Call mountThredfi() with business token
  • User sees accounting interface in your platform
See frontend SDK guide
4

Push Business Activity

Send financial data as it happens.Required:Thred automatically:
  • Creates journal entries (double-entry bookkeeping)
  • Updates AR/AP balances
  • Generates financial reports
See importing business activity guide
5

Connect Bank Accounts

User connects their bank account (optional).Your user can connect their bank account directly in the embedded Thred UI:
  • Click “Connect Bank” in the accounting interface
  • Authenticate with their bank (via Plaid)
  • Select accounts to sync
No integration work required from you - it’s built into the widget.Result:
  • Daily transaction sync
  • 2-year history backfill
  • Auto-reconciliation with invoices/bills
See bank accounts guide
6

Verify Integration

Test the complete integration.Create test invoice:Verify:
  • Invoice appears in embedded accounting UI (AR tab)
See verification guide
Ready to start? Let’s onboard your first business.