Coda Bank Sync

UK & European banks · Read-only · Coda (now Superhuman Docs)

Your bank accounts, live in your Coda doc

Coda Bank Sync connects any of 2,500+ UK and European banks to Coda (now Superhuman Docs). Accounts, balances and transactions land as live tables — synced daily, read-only, and your money never moves.

Join the waitlist See how it works

Up and running in minutes

Three steps — no CSV exports, no copy-pasted statements.

  1. Connect your bank

    Sign in to your bank through one of our regulated open-banking partners and approve read-only access. No card numbers, no passwords shared with us.

  2. Add the Pack to your doc

    Install the Coda Bank Sync Pack in any Coda (now Superhuman Docs) doc you own or edit. Your accounts appear as live tables you can filter, chart and build formulas on.

  3. Your tables stay up to date

    We sync balances and new transactions automatically every day — and remind you to re-consent before your bank's 90-day access runs out.

Date Description Amount Balance
8 MayTransfer in · Client: Aldworth & Co+£4,200.00£12,658.00
9 MayCard · Amazon Marketplace−£124.80£12,533.20
10 MayStanding order · Office rent−£1,850.00£10,683.20
12 MayCard · British Gas Business−£238.44£10,444.76
13 MayTransfer in · Client: Halloway Ltd+£2,150.00£12,594.76
Account balances
Northgate · Current
£12,594.76
Main Street · EUR
€18,932.40
Northgate · Savings
£52,300.15
Illustrative data — your doc would show your own accounts and transactions.

Everything bank-adjacent, nothing more

Built for the tables you actually maintain — not a full accounting suite.

2,500+ banks

UK and European accounts through regulated open-banking partners — no CSV downloads, no emailed statements.

Live Coda tables

Accounts, balances and transactions arrive as real tables. Reference them in formulas, charts and your dashboards.

Daily automatic sync

Balances and new transactions update themselves every day. Nobody has to remember to refresh a tab.

90-day re-consent reminders

Open-banking access expires. Most UK banks ask you to re-consent every 90 days. We track it and remind you in good time, so nothing goes quietly stale.

Multi-currency

GBP, EUR and other European currencies sit side by side, each account shown in its own currency.

Read-only, always

The service can only see account data. It cannot initiate payments, move money or change anything at your bank.

Made for…

Bookkeeping dashboardsBalance, income and spend in one doc your whole team can read.

Cashflow at a glanceSee where money is, across every account and currency.

Reconciling sales against depositsMatch what you sold to what actually landed.

Your money isn’t in play

Mirroring account data is a smaller, safer thing than moving anything.

Regulated open banking

Connections go through regulated open-banking partners that hold the consent — not us. We never ask for card details or account passwords.

Read-only by design

Coda Bank Sync can only read accounts, balances and transactions. It has no ability to initiate transfers or payments, ever.

Consent you control

Disconnect at any time, from your bank or from the Pack. Re-consent reminders arrive before your 90-day access runs out.

Your doc stays yours

Data lives in your own Coda doc under your own sharing settings. We don’t sell or share account data with anyone.

Questions, answered

The short version of the things people ask before they sign up.

Which banks can I connect?

More than 2,500 banks across the UK and Europe, through our regulated open-banking partners. Multi-currency is supported too — GBP, EUR and other currencies sit side by side in your doc. If your bank isn’t there yet, let us know.

Can Coda Bank Sync move or spend my money?

No. It’s read-only. We can see accounts, balances and transactions so your tables stay current, but the service has no ability to initiate a payment or transfer.

How often do my tables update?

Automatically, once a day. New transactions and updated balances land in your Coda (now Superhuman Docs) doc without anyone doing anything.

What does “90-day re-consent” mean?

Open-banking access is time-limited — most UK banks ask you to confirm it again every 90 days. We track expiry dates and remind you before access lapses, so your tables keep going.

Will it work with the docs I already have?

Yes. The Pack installs into any Coda (now Superhuman Docs) doc you own or edit, and everything stays inside your own doc under your current sharing settings.