Investec Integration
Manage accounts, balances, transactions, and payments
Banking 7 actions OAuth 2.0 (client credentials)
Start automating Investec
Manage accounts, balances, transactions, and payments
Banking 7 actions OAuth 2.0 (client credentials)
Start automating InvestecDrag any of these 7 actions into a process — no code, no API wrangling.
Get account balance
List beneficiary categories
Get account transactions (filterable by date)
List all bank accounts
List payment beneficiaries for an account
Pay an existing beneficiary
Transfer money between your own Investec accounts
Investec uses oAuth 2.0 (client credentials). Save the connection once and reuse it across every process.
Drop Investec steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Investec 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.
We build one working Investec automation in your business inside a week, at a fixed price.
