FNB Integration

SA banking: accounts, statements, payments, DebiCheck mandates, accounting integrations

Banking 11 actions OAuth 2.0 (client credentials)

Start automating FNB

What you can automate with FNB

Drag any of these 11 actions into a process — no code, no API wrangling.

Cancel DebiCheck Mandate

Cancel an active DebiCheck mandate

Create DebiCheck Mandate

Create a DebiCheck (authenticated debit order) mandate

Get Account

Get account details by account number

Get Balance

Get current and available balance

Get DebiCheck Mandate

Get DebiCheck mandate status

Get Payment

Get payment status

Get Statement

Download a statement (used by Pastel/Sage/Xero accounting integrations)

Get Transactions

Get transactions (date range supported)

Initiate Payment

Initiate an EFT payment

List Accounts

List accounts linked to the Integration Channel profile

List Beneficiaries

List saved beneficiaries

How the FNB connection works

1. Authenticate

FNB uses oAuth 2.0 (client credentials). Save the connection once and reuse it across every process.

2. Build the process

Drop FNB steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because FNB has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.