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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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.
Updated 5 months ago
|Banking Module configuration|