TRANXACT.AI Training

Connect a Bank

Pick your bank and sign in to it. The endpoints, the accounts, their numbers and their balances all come back from the bank — nothing is typed. Your sign-in is relayed and never stored; what is kept is the read-only access the bank gives back.

11 steps · 1 questions · about 6 minutes

Read the reference page for this screen

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

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