Overview
Connect to your SMB customers' banking data through our partner providers
Our integrations with Plaid, TrueLayer, and Basiq enable you to retrieve up-to-date account and transaction data from your SMB customers' banks.
For details about the types of banking data you can pull, see the Banking API 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.
Set up a banking integration
You can choose to enable:
You'll need to register with your chosen provider before you can access banking data from their platform via our integration.
Banking integrations in the authorization flow
You should only enable one of the banking integrations at a time. This ensures optimal use of Hosted or Embedded Link, as each integration is represented differently in the auth flow. Combining multiple approaches may confuse users and lead to reduced auth completion rates.
- Plaid integration appears pre-selected for the user, and they are able to select the correct bank account once they continue linking to Plaid.
- TrueLayer integration appears in the auth flow as a set of banks that it supports, ready for the user to choose.
- Basiq integration appears in the auth flow as an integration tile, and the bank account selection happens when the flow directs to Basiq.