Codat's managed service for banking allows you to synchronise bank transactions from different sources, such as an account at a 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.

Key features

• Fetch bank transactions from different sources, such as a 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.

Data types available for synchronisation

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.