Bank transactions APIInternal finance automation teams
Spend less time exporting and moving bank transactions.
Downloading bank files and copying them into internal records repeatedly? Bring transaction data from your company's Bolta-connected accounts into your own system.
Bank transactions, ready for your internal workflow.
Get the data needed to build deposit confirmation and reconciliation features. Your system decides how each transaction matches an order or invoice.
Connect your company's accounts
Connect accounts belonging to the business associated with the API key in the Bolta dashboard.
Retrieve transaction data
Read deposits, withdrawals, and changes from connected accounts.
Use it in your own system
Compare it with order and billing data to implement deposit confirmation and reconciliation.
Keep internal records aligned with changes.
Go beyond a one-time copy. Use change and deletion information to maintain your internal transaction records.
Transaction data for your own business accountsImplement deposit confirmation and reconciliation in your system
Pricing and requirements
Before you get started.
Bank transaction lookup
Standard plan or higher
No points are deducted. The workspace needs a Standard plan or higher instead.
Live access requires a Standard plan or above. API calls do not deduct points.
- Retrieve connected accounts belonging to the business associated with the API key.
- Transaction records update according to bank data availability and the synchronization interval. See the official documentation for synchronization intervals and request limits.
Build with your AI tool
Start with the AI tool you already use.
Copy a prompt with official documentation, prerequisites, and test goals into the AI tool you use for your project.
Read the prompt
Integrate this Bolta API into the current project. Spend less time exporting and moving bank transactions. Read the official documentation first and propose an implementation that fits the project's language and structure. https://docs.bolta.io/llms.txt https://docs.bolta.io/docs/api-introduction/quickstart https://docs.bolta.io/docs/api-introduction/bank-account-transactions https://docs.bolta.io/docs/api-introduction/pricing Prerequisites and scope: - Retrieve connected accounts belonging to the business associated with the API key. - Transaction records update according to bank data availability and the synchronization interval. See the official documentation for synchronization intervals and request limits. Bank transaction lookup: Standard plan or higher Live access requires a Standard plan or above. API calls do not deduct points. Read the API key from a server environment variable. Do not ask for secrets in chat. Start with the documented test key and test inputs. Test goals: Use test samples to verify transaction retrieval and change/deletion handling. Test keys do not query real bank accounts. Respect own-business scope, subscription requirements, and synchronization limits. Do not invent undocumented features or responses. Identify open questions and summarize test results and production-readiness steps.
Questions before you integrate
Which accounts can we retrieve?
You can retrieve connected accounts belonging to the business associated with your API key.
Does it automatically match deposits to orders?
The API provides transaction data. Implement order or invoice matching rules and reconciliation screens in your own system.
When do transaction records update?
Records update according to bank data availability and the synchronization interval. See the official documentation for synchronization intervals and request limits.