Sync Charlie Financial to MongoDB
BankSync connects Charlie Financial to MongoDB via secure open banking APIs, automatically syncing transactions, balances, and account data in real time. Set up takes under 10 minutes — no coding required.
How to sync Charlie Financial to MongoDB
Connect Charlie Financial to BankSync
Sign up for BankSync and securely link your Charlie Financial account through our open banking integration. Your credentials are never stored.
Connect MongoDB
Authorise BankSync to write data to your MongoDB workspace. Select the database or sheet where your transactions should land.
Configure field mappings
Map your Charlie Financial transaction fields — date, amount, merchant, category — to the columns in MongoDB however you like.
Set your sync schedule
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
What gets synced from Charlie Financial to MongoDB
Transactions
Full transaction history from Charlie Financial including date, amount, merchant, and category.
Balances
Current and available balances for all your Charlie Financial accounts, updated on every sync.
Account Details
Account names, numbers, and types so you can filter and organise data in MongoDB.
Merchant Info
Merchant names and category codes for richer transaction context.
Custom Field Mappings
Map any Charlie Financial field to any column in MongoDB — fully configurable.
Sync Schedules
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Ready to sync Charlie Financial with MongoDB?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into MongoDB in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Charlie Financial or MongoDB. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.