Overview
Tide is a UK SME banking platform. The Automize Tide connector covers accounts, transactions, invoices, direct debits, payments.
- Regions: United Kingdom.
- Plans: Free + paid (Plus, Pro, Cashback).
Setting up the connection
Auth type: OAuth 2.0 (Authorization Code).
- Tide partner → API access → OAuth credentials.
- In Automize → Settings → Connectors → Tide. Paste credentials.
Find your credentials at https://www.tide.co/developers/.
Rate limits
Per-customer.
Data model
UK SME banking:
Account ─┬─ Transactions
├─ Invoices
├─ Direct Debits
└─ PaymentsAvailable operations
10 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Contact | General | Create a new contact |
| Create Invoice | General | Create a new invoice |
| Get Account | General | Get account details |
| Get Invoice | General | Get invoice details |
| Get Transaction | General | Get transaction details |
| List Accounts | General | List all bank accounts |
| List Contacts | General | List all contacts |
| List Invoices | General | List all invoices |
| List Transactions | General | List account transactions |
| Send Invoice | General | Send an invoice to the contact |
Operations
Create Contact
Create a new contact
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Email email | Yes | text | |
Company Name company_name | Yes | text |
Create Invoice
Create a new invoice
| Parameter | Required | Type | Description |
|---|---|---|---|
Contact Id contact_id | Yes | text | |
Line Items line_items | Yes | text | |
Due Date due_date | Yes | text | |
Currency currency | Yes | text |
Get Account
Get account details
| Parameter | Required | Type | Description |
|---|---|---|---|
Account Id account_id | Yes | text |
Get Invoice
Get invoice details
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice Id invoice_id | Yes | text |
Get Transaction
Get transaction details
| Parameter | Required | Type | Description |
|---|---|---|---|
Transaction Id transaction_id | Yes | text |
List Accounts
List all bank accounts
No input parameters.
Tips
- Returns business accounts user has access to.
List Contacts
List all contacts
No input parameters.
List Invoices
List all invoices
No input parameters.
Tips
- Tide invoicing feature. Filter by status.
List Transactions
List account transactions
| Parameter | Required | Type | Description |
|---|---|---|---|
Account Id account_id | Yes | text |
Tips
- Filter by date range, type.
Send Invoice
Send an invoice to the contact
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice Id invoice_id | Yes | text |
FAQ
- Open Banking?
- Tide supports UK Open Banking standards. Use Tide's API for native features beyond OB scope.