Banker

The finance copilot for your business

BAC Credomatic bank sync

Connect your BAC Credomatic online banking account and Banker imports your transactions, categorizes them and keeps your balances up to date. You start the connection and disconnect whenever you want. Banker is not affiliated with or endorsed by BAC Credomatic.

How the connection works

You enter your online banking credentials once. They are encrypted with a dedicated KMS key before being stored and are never kept in plain text; Banker uses them only to read your transactions.

You choose the frequency: automatic daily or weekly sync at the hour you prefer, plus manual syncs whenever you need them. The first run imports months of history so the analysis starts with real data.

What happens to each transaction

Every transaction arrives with date, merchant, amount and currency, is categorized with AI and is ready to review. Duplicates are detected before they are saved.

With transactions up to date, cash, receivables, payables, budget and provisions update on their own.

Other banks and cooperatives

If your money sits elsewhere, import a CSV statement or forward your bank's notification emails to your workspace's Banker mailbox, which turns each notice into a transaction.

Try it with your real numbers.Create account See pricing

Frequently asked questions

Which software connects to BAC Credomatic in Costa Rica?

Banker connects to BAC Credomatic online banking through a connection you start, with daily or weekly sync. It is not an official bank integration and Banker is not affiliated with BAC Credomatic.

Is it safe to give Banker my credentials?

Credentials are encrypted with a dedicated KMS key before storage, travel encrypted, are never kept in plain text and are used only to read transactions. You can disconnect the account and delete the credentials at any time.

Does it work with business accounts?

The connection uses BAC online banking. If your company operates on another bank platform, use file or email import; the rest of Banker works the same.

How often are balances updated?

At the frequency you choose: every day or every week, at the hour you prefer, plus manual syncs.

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