Webhook integration

Send parsed statements to 6,000+ apps

Every time BankToBooks finishes parsing a statement, we POST the full transactions JSON to a webhook URL you control. Works out of the box with Zapier's Webhooks by Zapier, Make's Webhooks, n8n, Pipedream, and anything else that accepts a webhook.

Quick setup

1. In Zapier, create a new Zap with Webhooks by Zapier → Catch Hook as the trigger. Copy the custom webhook URL.
2. In BankToBooks, go to the dashboard → Settings → Integrations → paste the URL.
3. Upload a statement. Zapier catches the sample payload. Map the fields onward.

Sample payload

{
  "event": "statement.parsed",
  "statement_id": "…",
  "bank_name": "HDFC Bank",
  "currency": "INR",
  "period_from": "2026-06-01",
  "period_to":   "2026-06-30",
  "transaction_count": 87,
  "transactions": [
    { "date": "2026-06-01", "description": "UPI/…", "debit": 1200.00, "credit": null, "category": "Groceries" }
  ]
}

Popular Zap templates

→ Append every transaction to a Google Sheet
→ Create a bill in QuickBooks Online for each debit over $500
→ Post statement summary to a Slack channel
→ Add Airtable row per transaction, split by category

Public REST endpoints: POST /api/public/zapier/subscribe and POST /api/public/zapier/unsubscribe. Docs on the developers page.