FreeAgent Bank Feeds

Learn about our FreeAgent Bank Feeds integration

Our FreeAgent Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. integration allows you to set up a bank feed from a bank account in your application (the source bank account) to an account within FreeAgent (the target bank account). After a feed connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. is established, you can write bank transactions from the source account to the target account.

Bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. functionality is part of our existing FreeAgent accounting integration.

Supported data types and operations

Bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. are represented as streams of Bank account transactions written to Codat in chronological order. Target bank accounts are represented as Bank feed accounts.

How it works

1. Create a company and a data connection using the fbrh platform key.

2. Your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users authorize the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. with FreeAgent using our Link auth flow.

3. Your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users create account mappings and feed connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform.. See Establish a bank feed.

4. Using the Create bank transactions endpoint, you write bank transactions to Codat for authenticated users. See Write bank transactions to FreeAgent.

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Write bank transactions to FreeAgent