Before going live, verify that the following steps are complete:
API access – Create credentials, test all endpoints in the sandbox, and configure automatic token renewal.
Customer onboarding – Implement required Journeys for KYC/KYB, account opening signing as well as fund unit transfers and allocation plans.
Order & cash handling – Integrate the full order flow (create, monitor, cancel) and map settlement events to your customer experience.
Webhooks & subscriptions – Set up callbacks or WebSocket connections to receive live updates.
Reconciliation & reporting – Retrieve up-to-date balances, transactions and statements directly from Fondo's API for display in your own interface or for downstream reporting, without maintaining a separate ledger.