Connect a bank

This guide walks you through creating an account and connecting it to your bank so Reconbanker can start reading transactions.

Before you start

You will need:

• The login username and password you use on your bank's website.
• A URL where Reconbanker can send results (your webhook). You can fill this in later, but you will want it before going live.

MFA: Reconbanker does not support banks that require a second factor (SMS code, push notification, captcha) at every login. If your bank enforces MFA, contact support at ignaciogarcia.code@gmail.com before enrolling — some banks offer a credential type (app password, read-only token) that bypasses the prompt.

Open the new account form

From the dashboard, click Accounts → Add Account.

Pick your bank

Choose your bank from the dropdown. If your bank is not in the list, contact support — new banks are enabled by the team.

Name the account

Give the account a short, recognizable name. It shows up on the dashboard, in logs, and in webhook deliveries.

Good examples:

• "Main UYU operating account"
• "ACME marketplace USD"
• "Client X - Itau"

Save and open the account

Click Save. The account appears in your account list. Click it to open the detail view.

Enter your bank credentials

1. Go to Settings.
2. Find the Bank credentials section.
3. Enter the username and password you use on your bank's website.
4. Save.

The password is encrypted before storage and only decrypted in memory when a scrape runs.

Configure the webhook

In the same Settings page:

1. Set the Webhook URL Reconbanker should call when there is something to deliver.
2. Pick an auth scheme (Bearer or Api-Key) and paste the token your server expects.
3. Save.

More on this in Webhook settings.

Pick the operation mode

Decide whether this account should run in reconcile mode or passthrough mode. See Operation modes.

Test the connection

You do not have to wait for the next scheduled scrape.

1. From the account detail view, click Run scrape now.
2. Wait a minute or two. Reconbanker will log in, read recent transactions, and list them in the dashboard.
3. If the run fails with "login error", recheck the credentials.

What happens next

• In reconcile mode, set up the endpoint that returns your pending payments. See Ingest payments.
• In passthrough mode, you are done: the next scrape will start forwarding transactions to your webhook.