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Share an Asset Report audit copy with an auditor

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Share an Asset Report audit copy with an auditor

with Plaid

Use Plaid: its The Plaid API lets you share an Asset Report audit copy with an auditor in a single step (POST /asset_report/audit_copy/create). capabilities.work can help you get signed up and connected.

  • How do I give a lender or auditor their own copy of an Asset Report?
  • Can I send an Asset Report straight to a Day 1 Certainty auditor?
Say it to your AI assistant
  • Create an audit copy of Asset Report {asset_report_token} for auditor {auditor_id}.
  • Make a shareable audit copy token from asset report {asset_report_token}.
For your developer

POST /asset_report/audit_copy/create in The Plaid API. Full spec on APIs.io.

More you can do with Plaid

Create an Asset ReportRetrieve an Asset Report as JSONDownload an Asset Report as a PDFRefresh an existing Asset ReportExclude accounts from an Asset ReportDelete an Asset ReportRetrieve an Asset Report audit copyRevoke an Asset Report audit copyRetrieve a consumer Base ReportCreate a consumer Base ReportAdd reports to an audit copy tokenRetrieve a CRA bank income report