Overview of Banking Integrations

Our integrations with Plaid and TrueLayer enable you to retrieve up-to-date account and transaction data from your SMB customers' banks. Only one of these integrations can be enabled at a time.

For details about the types of banking data you can pull, see the data model.

To view and compare banking data coverage by integration, use the Data Coverage Explorer and select the Banking API product.

Banking sandbox

For testing and evaluation, you can use our Banking Sandbox integration to explore the data you can work with. This doesn't need any setup apart from enabling the integration itself.

Access additional banking data through proxy

You can access additional banking data types through a proxy.

Setting up 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.


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