Redbark for bookkeepers

Stop chasing bank statements. When clients run Redbark on their own accounts, their transactions land in a spreadsheet you can both see — current, typed and clean.

Half of bookkeeping is data wrangling: getting transactions out of the bank and into something you can work with. Redbark removes that step for the clients who use it, by keeping their bank transactions flowing into a spreadsheet automatically.

How bookkeepers use Redbark

  • Clients run it on their own accounts. Each client connects their Australian bank over Open Banking and points Redbark at a Google Sheet. Transactions arrive typed and current — date, amount, direction, balance, category, merchant, account — with no manual entry.
  • Use it for your own books. Connect your own bank and sync straight into Google Sheets or YNAB.

The personal-use boundary

This isn't a multi-client portal, and it's important to be clear about why. Redbark is personal-use only under its CDR Representative arrangement: each client connects their own accounts under their own consent. You can recommend Redbark and work from a sheet a client shares with you, but you can't manage many clients' bank data from a single Redbark login.

Clean data, no chasing

Because the feed is automatic and Redbark stores no transaction data, the spreadsheet is always current. That means less time chasing statements and more time on the actual books.

Curious how the data path works? Read Open Banking vs screen-scraping, or start a free trial for your own books.

Bookkeepers FAQ

Quick answers to common questions about this connection.

Can't find what you're looking for? Contact our support team

Experience seamless payments.
Experience seamless payments.

Ready to automate your financial tracking?

Start your free 7-day trial. Connect your banks, choose your destination, and watch your transactions sync automatically.

Start your free trial

No credit card required