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Can AirTable check bank and credit accounts for balances?

Topic Labels: Extensions
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Eiren_Smith
4 - Data Explorer
4 - Data Explorer

Hi. I’d like AirTable to watch my finances for me. I’d like it to give me my bank account balances and my credit card balances due and available credit. I want it to log into those services to get the data — I don’t want a manual data entry step for the financial info.

Can this be done in AirTable?

2 Replies 2

Welcome to the community, @Eiren_Smith! :grinning_face_with_big_eyes: This can’t be done natively within Airtable. You’ll need to enlist the help of an API-driven tool to collect the data from your financial institution(s) and update your base. Zapier or Integromat may have the means to pull this off, but I’m not 100% sure. More likely it’ll take custom API code to do the job. If this is something you want to pursue and don’t have the means to do it yourself, I suggest posting in the Work Offered category.

fintable
6 - Interface Innovator
6 - Interface Innovator

Hey @Eiren_Smith, sorry we’re more than a year late to answer your question, but we only launched Fintable.io last month! We do exactly what you requested: syncing your bank account balances and transactions to Airtable. Currently Fintable supports most banks in the US, Canada and the UK, but we are adding more global coverage soon.

Happy to provide support directly through these community forums or through our official channels. Our Airtable app is coming soon, so you’ll be able to do everything directly inside Airtable if you have a Pro plan.