含まれるもの
- Wealthreader’s in-house bank aggregation connects the institutions available in each market.
- Automatic reconciliation against issued and received invoices, payroll and cards.
- Real-time card transactions: see the charge when you tap the card, not three days later.
- A permalink for every account and every transaction to share with your accountant.
- Statement import through CAMT.053, CSV and market-specific banking formats when the institution has no API.
関連連携
よくある質問
How are banks connected?
Through Wealthreader’s aggregation infrastructure. You authenticate with the institution itself and your credentials never touch allwr; consent renewal follows the rules for each connection.
What if my bank is missing?
Import the statement as CAMT.053, CSV or a market-specific banking format and allwr treats it exactly like a live connection.