Components
Every embedded component in @tesouro/embedded-components-react.
Accounts and balances
Accounts Quick View
A compact dashboard tile with the organization's total available balance across every bank account, the account count, and a View accounts link into your accounts page.
Balances
Shows the organization's embedded bank account balances, up to a configurable number of rows, with a total when there are several accounts and an optional View all accounts link.
Bank Accounts
Lists the organization's Tesouro bank accounts, lets the user open an account with team access, and shows each account's details.
Insights
Shows onboarding-style insights derived from the organization's embedded and external bank accounts, in Active and Dismissed tabs.
Linked Accounts
Lists the organization's external bank accounts and lets the user connect, edit, verify with micro-deposits, and unlink them.
Cards and expenses
Card Details
Details for one credit or debit card: status, form factor, program, masked number, and copyable cardholder, nickname and billing-address rows.
Credit Cards
Lists an organization's credit cards one page at a time, with a "Show my cards" toggle and per-row Activate.
Debit Cards
Lists an organization's debit cards one page at a time, with a "Show my cards" toggle, Create card and per-row Activate.
Expense Management
A complete expenses surface: My and Team transactions tabs with Action Items, a searchable transactions table, receipt upload, and a full-screen transaction review dialog.
Money movement
Counterparts
Manages an organization's customers or vendors: a searchable list with money columns, a details sheet, and create, edit and delete flows, including addresses and a vendor's ACH payment method.
Transfers
Lists recent transfers across the organization's embedded bank accounts and lets the user send a book or ACH transfer.
Bills and invoicing
Onboarding and growth
Accept Disclosures
Shows the bank partner's required disclosure documents with an agreement checkbox and an Accept button.
Bank Account Onboarding
Walks an applicant through bank-account onboarding: business details, personal details, optional additional owners, and a result screen.
Customers
Manages an organization's customers: a searchable list with money columns, a details sheet, and create, edit and delete flows.
Offer
An offer card and modal that invites the user to apply for a product (today, a bank account) and then shows where their application stands.
Products
Manages an organization's products and services: a filterable, sortable table with create, edit, view and delete flows, plus measure-unit management.
Platform
Banking Compliance Banner
Shows "Business Banking provided by" the business customer's bank, plus the FDIC official sign when that bank is FDIC insured.
Settings
A single navigable settings surface combining profile, team, invoice, bill-pay, expense, accounting, legal and help sections.
Widget Suite
A whole banking page in one component: a section menu over the widgets behind it, served by a single widget-init call.