IntegrationsBanking
Banking Integration
Connect bank accounts for automatic transaction sync.
Workestra integrates with multiple banking providers to sync your bank accounts and transactions into the Finance module.
Supported Providers
| Provider | Coverage | Connection Method |
|---|---|---|
| Plaid | US, CA, GB, FR, ES, NL, IE | Link token + OAuth |
| Salt Edge | EU, UK, Global | Connect session |
| Tink | 18 EU countries, 6,300+ banks | OAuth2 |
| Ponto | Belgium / Benelux | OAuth2 |
Connecting a Bank Account
- Go to Finance → Settings → Banking
- Select your banking provider
- Click Connect Account
- Follow the provider's authentication flow (OAuth)
- Select the accounts to sync
Transaction Sync
Once connected:
- Transactions sync automatically
- New transactions appear in real-time via live subscriptions
- Transactions can be categorized and matched to invoices/expenses
- Historical data is imported on first connection
Account Information
For each connected account, you can view:
- Balance — Current and available balance
- Transactions — Full transaction history with search and filters
- Categories — Auto-categorized transactions
Security
- Bank credentials are never stored by Workestra
- All connections use OAuth — you authenticate directly with your bank
- Provider tokens are encrypted at rest
- You can disconnect at any time from Finance → Settings