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.

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• 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.