Overview of Banking Integrations

Codat’s banking integrations allow you to easily pull up-to-date account and transaction data from your customers' banks. Please see our Bank accounts and Bank transactions data models for details on the data you can pull.

You can use Codat's Banking Sandbox integration to start exploring the data you can work with, without any set up (other than enabling the integration).

You can also access additional banking data types through a proxy.

How do I set up and enable banking integrations?

You'll need to choose whether you'd like to use Plaid or TrueLayer and register with them before you're able to access data from their platform via Codat.

Supported banking integrations

Codat currently supports the following integrations to connect your customers' banking data:

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