Rutter Integration Guide: Seamlessly Sync Bank Transactions With Accounting Platforms

Managing financial data efficiently is a critical challenge for fintechs and businesses handling banking transactions. Treasury Prime’s new integration guide with Rutter simplifies this process, providing developers with the steps needed to sync users’ bank transactions directly into their preferred accounting platforms—including QuickBooks, Xero, Sage, and NetSuite—through a single API integration.

A unified connection for bank feeds

Rutter’s Bank Feeds product enables companies using Treasury Prime’s banking platform to deliver seamless transaction syncing with a range of accounting platforms without requiring multiple direct integrations. Instead of spending engineering resources building individual connections for each accounting platform, fintechs can integrate once with Rutter and instantly connect to multiple financial systems.

Benefits of a Treasury Prime + Rutter Bank Feeds Integration

• Automate transaction syncing – No more manual uploads. Transactions flow directly from bank accounts or payment cards created on Treasury Prime into accounting platforms in real time.
• Save time on reconciliation – Businesses can match bank transactions with accounting records instantly, reducing errors and improving accuracy.
• Deliver a native user experience – Customers don’t need to switch between platforms or manually enter data; transactions appear seamlessly in their accounting software.

How to get started

Interested? Start by getting in touch with Rutter and following Treasury Prime’s step-by-step guide once you’re ready to start integrating. The process includes:

1. Getting listed as a FI in supported accounting platforms (Quickbooks, Netsuite, Xero & Sage)
2. Retrieving transaction data via Treasury Prime’s API
3. Mapping key data fields between Treasury Prime and Rutter
4. Managing end-user authentication for secure data sharing
5. Sending transactions to Rutter for distribution across accounting platforms
6. Testing the integration to ensure a smooth user experience

Using the integration guide effectively

To streamline the integration work, be sure to reference the field mapping table included in Treasury Prime’s integration guide. Using this table as a reference in your development will ensure accurate data is synced to your accounting platforms and will save valuable development time.

Build smarter financial workflows

With this integration guide, fintechs and businesses using Treasury Prime can implement a more efficient way to manage financial data—without the burden of manual data entry or fragmented workflows.

For full implementation details, read the Rutter integration guide.