Integration · Banks and credit cards

The business's bank and credit cards, connected by consent. No passwords.

Open banking is the Israeli standard that lets a business give a service defined access to its accounts, by consent and without handing over passwords. Connect the bank and the card company, choose which accounts to link, and the transactions show up in AskPay.

No passwords, only consentYou choose which accounts to linkRegulated by the Bank of Israel

What the connection gives you

Consent, not a password

You sign in at the bank itself and approve defined access. AskPay gets no password and cannot perform actions.

Choose accounts

Tick which checking accounts and which cards to link to AskPay. The rest stay out.

Bank transactions

Every transaction in the account shows up in the Bank transactions app: credits, debits, transfers.

Card charges

Every card transaction shows up in the Credit cards app, by card and billing month.

A statement for the accountant

A monthly statement is built from the transactions and joins the accountant folder.

Payment meets invoice

A transfer that left the bank meets the invoice that was received, so you see what was paid and what is missing.

How to connect

1
Click "Connect" on the Open banking tile

Choose the bank or card company and sign in with them.

2
Approve and choose accounts

Approve access and tick which accounts and cards to link.

3
Transactions flow in

Bank transactions and card charges show up in their apps and update by themselves.

Works for you

What happens by itself after connecting

These things run in the background once you have connected. An action that costs credits shows how many before it runs.

  • Pulls new transactions from the accounts you ticked
  • Sorts card charges by card and month
  • Builds a monthly statement for the accountant
  • Matches transfers to received invoices
Which transfers left the bank this week and have no invoice yet?
On it. I will update you when it is done.
Working…
You can also just ask in the chatWrite it in your own words. The system does it and asks for approval when needed.

How it looks on the Integrations screen

Open bankingConnected
Bank
Checking ••••3310 · linked
Cards
2 cards linked
Last update
Today, 06:30
Transactions this month
118 came in
askpay.co/dashboard/integrationsConnected

Questions about connecting Open banking

What is open banking?

An Israeli standard, regulated by the Bank of Israel, that lets you give a service defined access to your accounts. You sign in at the bank and approve, without giving a password to anyone.

Can AskPay move money out of my account?

No. The consent is for reading transactions and balances only. There is no ability to perform actions in the account.

Do I have to connect all the accounts?

No. After approving you tick which accounts and cards to link to AskPay. The rest do not come in.

Is the consent valid forever?

No. By the standard the consent is time-limited, and AskPay reminds you to renew it before it expires.

Connect Open banking in a minute.

Open an account, go to the Integrations screen and click the tile. No credit card.