Integrations

11 connections powering your financial data

TrueLayerLive

Open Banking account connections. Sync balances, transactions, and account details from UK banks in real time.

ConnectedBanking
XeroLive

Pull balance sheets, P&L reports, and business financials. Powers the Business Equity valuation engine.

ConnectedAccounting
HMRC Government GatewayLive

OAuth2 connection to HMRC for Self Assessment, VAT MTD, NI record, and tax obligation data.

ConnectedTax
StripeLive

Subscription billing, Payment Links for broker invoices, and webhook-driven payment reconciliation.

ConnectedPayments
CoinGeckoLive

Real-time and historical cryptocurrency prices. Supports 10,000+ tokens with tiered caching.

Data FeedMarket Data
Yahoo FinanceLive

Stock and ETF prices for portfolio holdings. Equities, funds, and index data.

Data FeedMarket Data
metals.devLive

Live spot prices for gold, silver, platinum, and palladium. Powers the bullion dashboard.

Data FeedMarket Data
Bank of EnglandLive

Gilt yields and base rate data. Used for bond valuations and late-payment interest calculations.

Data FeedMarket Data
FCALive

Financial Conduct Authority register. Referenced for partner verification and compliance checks.

ReferenceRegulatory
ICOLive

Information Commissioner's Office. Data protection registration for enterprise agents.

ReferenceRegulatory
Companies HouseLive

UK company registry. Referenced for agent onboarding verification and business identity checks.

ReferenceRegulatory

Open Banking via TrueLayer

TrueLayer is authorised by the FCA (FRN: 793171). CoreFi never sees your bank credentials.

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Connections

36 UK banks and card providers

Connect your accounts and your balances, transactions and spending arrive on their own. 31 of them include credit cards.

  • American Express

    Includes cards

  • Bank of Scotland

    Includes cards

  • Bank of Scotland Business

    Includes cards

  • Barclaycard

    Includes cards

  • Barclays

    Includes cards

  • Barclays Business

    Includes cards

  • Capital One

    Includes cards

  • Danske Bank

  • first direct

    Includes cards

  • Halifax

    Includes cards

  • HSBC

    Includes cards

  • HSBC Business

    Includes cards

  • Lloyds

    Includes cards

  • Lloyds Business

    Includes cards

  • Lloyds Commercial

  • M&S Bank

    Includes cards

  • MBNA

    Includes cards

  • Mettle Bank

  • Monzo

    Includes cards

  • Nationwide

    Includes cards

  • NatWest

    Includes cards

  • NatWest Bankline

    Includes cards

  • Revolut

    Includes cards

  • Royal Bank of Scotland

    Includes cards

  • Royal Bank of Scotland Bankline

    Includes cards

  • Santander Business

    Includes cards

  • Santander Personal

    Includes cards

  • Starling

    Includes cards

  • Tesco Bank

    Includes cards

  • Tide

    Includes cards

  • TSB

    Includes cards

  • Ulster Bank

    Includes cards

  • Ulster Bankline

    Includes cards

  • Virgin Money

    Includes cards

  • Wise

  • Zempler (formerly Cashplus)

Bank connections are read-only and provided through TrueLayer, an FCA-authorised open banking provider. We never see your banking login.