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Bank Account

Bank Account

Connect UK or EU bank accounts via Open Banking to read balances, accounts, and transactions securely.

finance

Get Balance
Get the current and available balance for a specific bank account. Use list_accounts first to find the account_id.
List Accounts
List all bank accounts associated with this connection, including current, savings, joint, and business accounts. Returns account IDs, names, types, currency, and account numbers (sort code / IBAN).
List Cards
List credit cards linked to this connection. Note: most UK bank connections only expose credit-card-style accounts here — debit cards are part of the current account returned by list_accounts.
List Transactions
Fetch transactions for a bank account with built-in filtering, pagination, and field selection. IMPORTANT — to avoid bloating context, always use the narrowest query possible: - Use a tight date range (from/to). Default is the last 7 days. - Pass filters (merchant_contains, categories, types, min/max_amount) to narrow results before they are returned. - Pass fields to select only the properties you need. Default is ["timestamp","description","amount","merchant_name"]. - Use limit (default 25, max 100) for pagination. Fetch the next page with offset when has_more is true. Available transaction_category values include: PURCHASE, TRANSFER, DEBIT, ATM, DIRECT_DEBIT, STANDING_ORDER. Available transaction_type values: DEBIT, CREDIT.

Example use cases

What teams automate with Bank Account

7 realistic workflows that combine Bank Account with your other apps.

Finance
Each morning import bank transactions, categorise in Xero, and post exceptions to Slack.
Finance
When an unknown bank debit appears, check Coupa POs and alert AP in Gmail.
Ops
Weekly review bank signatories in Notion, confirm approvals in DocuSign, and notify finance in Slack.
Finance
On month-end, reconcile bank statements to Stripe payouts and share variances in Google Sheets.
Finance
When cash balance drops below threshold, model runway in Metabase and alert leadership in Slack.
Legal
Before adding a new bank mandate, file signed authority in DocuSign and confirm in Slack.
RevOps
Attach bank account references to Salesforce billing records and flag incomplete setups in Slack.

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