Good data is the difference between an easy job and a painful one. When a client's bank transactions are tidy, typed and current, the work flows. When they arrive as a shoebox of CSV exports, it doesn't. Redbark helps with the first kind — honestly, and within the rules.
How accountants use Redbark
There are two legitimate ways:
- Recommend it to clients. A client signs up, connects their own Australian bank over Open Banking, and points Redbark at a Google Sheet they own. They can share that sheet with you, so you're always working from clean, current data.
- Run it for your own practice. As a sole trader or for your own finances, connect your bank and sync transactions straight into Google Sheets or YNAB.
One important limit
Redbark is personal-use only. Under our CDR Representative arrangement, each person connects their own accounts under their own consent — there is no portal for aggregating multiple clients' banking data in one login. That's not a missing feature; it's a deliberate boundary of the Consumer Data Right. If you need to access client data on your own behalf, you need your own CDR accreditation or an arrangement with an Accredited Data Recipient.
Why clean feeds help
Because transactions sync automatically and never pass through Redbark's database, the spreadsheet your client shares is always current and always accurate. No chasing statements, no stale exports.
Want to try it on your own books? Start your free trial, or read about how the CDR works.