Integration · Finance & Accounting

Unit

Embed banking operations directly into financial workflows for account management, card issuance, and payment processing. Automate treasury operations at scale.

Unit
SchedulerWorkflow

What you can do

What you can do with Unit.

  • Open deposit accounts programmatically when customer onboarding completes

  • Monitor account transactions and flag unusual activity for review

  • Initiate ACH and wire payments when invoice approvals are finalized

Operations

Unit operations.

List Accounts

Get Account

Create Account

List Transactions

Create Payment

How it works

How it works.

  1. Add it
    Drop the integration onto the Workflow canvas or attach it to a Scheduler job — no code.
  2. Configure
    Pick the operation and fill in the fields; credentials are stored encrypted and resolved only at run time.
  3. Run
    Execute it inline as part of an automation, or on a cron or interval at fleet scale.

Related

More Finance & Accounting integrations.

Akoya

Akoya

Access consumer bank accounts and financial data via the Akoya network

Belvo

Belvo

Access bank accounts, transactions, and financial data via the Belvo API

Bill.com

Bill.com

Automate accounts payable, receivable, and invoice processing via Bill.com

Bond

Bond

Manage accounts, cards, and financial transactions via the Bond platform API

Brex

Brex

Manage corporate cards, track expenses, and handle transfers via the Brex API

Column

Column

Manage bank accounts, transfers, and ledger entries via the Column banking API

Wire Unit into your operation.

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