Codat's managed service for banking allows you to synchronise bank transactions from different sources, such as an account at bank or card provider, to a linked accounting platform. This separate banking module is a RESTful web service built on top of Codat's Core API.
For more information, contact our solutions team.
Pull vs push bank transactions
This module pushes bank transactions from a banking data source into an accounting platform. For details of how to pull bank transactions from a banking data source into Codat, see Banking integrations.
- Fetch bank transactions from different sources, such as bank or an account at a card provider.
- Configure how and when a data synchronisation is triggered for each customer.
- Schedule automatic synchronisations at specified time intervals.
- Insert the required transaction records into an accounting platform.
Codat's managed service allows you to synchronise the following data types:
- Bank accounts - Bank account details associated with a company.
- Bank transactions - Transactional banking data for a specific company and account.
Updated 6 months ago
Read next
Banking Module configuration |