Bank Feed Connectors
Last update:
07/21/2026
Completed
In this topic
Bank Feeds Overview
- Introduction to Automatic Bank Feeds
- Setting Up a Live Bank Connection
- Reconciling Auto-Imported Transactions
- Importing Statement Files (OFX, CAMT, CSV)
Connecting a Provider
Working With Imported Transactions
File-Based Import (No Live Connector)
Introduction to Automatic Bank Feeds
Transactions That Arrive Without You Doing Anything
Instead of downloading a statement file from your bank and importing it manually (see the Accounting course's Bank Reconciliation article for that flow), a Provider connects directly to your bank or payment processor and pulls new transactions automatically on a schedule.
Supported Providers
| Provider | Typical Use |
|---|---|
| Plaid | Broad bank account aggregation, especially North American banks. |
| GoCardless (Open Banking) | European Open Banking bank connections and Direct Debit collection. |
| Ponto | Belgian/European bank account aggregation (Isabel Group). |
| Stripe | Pulls in your Stripe payment processor's own transaction/payout activity as a feed. |
| PayPal | PayPal account transaction history as a feed. |
| Wise | Multi-currency Wise account balances/transactions. |
If your bank isn't covered by a live connector, file-based import (OFX, CAMT.053, generic CSV/spreadsheet formats) still works exactly as before — see the last article in this course.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.