Real-time Balance
Monitor your global fund positions across all accounts and currencies in real time. Balance visibility is the starting point for all treasury decisions — knowing exactly how much you have, where, and in what currency.
Key Benefits
- Real-time decisions: Query balances instantly before initiating transfers, FX conversions, or payouts.
- Event-driven workflows: Subscribe to balance change webhooks instead of polling.
- Reconciliation: Access historical balance data for automated reconciliation between your internal ledger and WorldFirst records.
How it Works
- Query Balance: Call Query Account Balance APIto get current available and total balance for any account. Use this before initiating any fund operation to ensure sufficient funds.
- Balance History: Call List Balance History APIto retrieve historical balance snapshots and movements. Use this for reconciliation and reporting.
- Balance Webhooks: Subscribe to balances.CHANGEDto receive real-time notifications when balance changes occur (top-up, debit, adjustment). This enables event-driven workflows such as auto-consolidation or low-balance alerts.
API Reference
Integration Notes
- Use Query Account Balance APIfor real-time decision making. Before initiating a transfer, FX conversion, or payout, always query the current balance to ensure sufficient funds.
- Use List Balance History APIfor reconciliation. Historical balance data enables automated reconciliation between your internal ledger and WorldFirst records.
- Subscribe to balances.CHANGEDfor event-driven workflows. Instead of polling, use webhooks to trigger actions when funds arrive or when balance thresholds are crossed.
- Daily balance reports are also available. Use List Daily Balance for end-of-day balance snapshots across all accounts.