TrueLayer

Learn about our TrueLayer integration

Our banking integration with TrueLayer lets you securely connect to and retrieve your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers' banking data in a standardized format.

The following banking data is available through the integration:

• Banking accounts
• Banking account balances
• Banking transactions
• Banking transaction categories

Before you can set up the integration, you need to register with TrueLayer either directly or through Codat.

Data synced from TrueLayer might be limited

If over 5 minutes has elapsed since a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. was linked to TrueLayer, then the integration only fetches the previous 90 days' worth of data. Otherwise, the integration fetches all data.

We strongly advise you enable fetch on first link when using TrueLayer to ensure all data requested is fetched within the 5 minute period.