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Nationwide

Nationwide

Connect your Nationwide account to read balances and transactions across FlexAccount and savings products.

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finance

Get Balance
Get the current and available balance for a specific bank account. Use list_accounts first to find the account_id.
List Accounts
List all bank accounts associated with this connection, including current, savings, joint, and business accounts. Returns account IDs, names, types, currency, and account numbers (sort code / IBAN).
List Cards
List credit cards linked to this connection. Note: most UK bank connections only expose credit-card-style accounts here — debit cards are part of the current account returned by list_accounts.
List Transactions
Fetch transactions for a bank account with built-in filtering, pagination, and field selection. IMPORTANT — to avoid bloating context, always use the narrowest query possible: - Use a tight date range (from/to). Default is the last 7 days. - Pass filters (merchant_contains, categories, types, min/max_amount) to narrow results before they are returned. - Pass fields to select only the properties you need. Default is ["timestamp","description","amount","merchant_name"]. - Use limit (default 25, max 100) for pagination. Fetch the next page with offset when has_more is true. Available transaction_category values include: PURCHASE, TRANSFER, DEBIT, ATM, DIRECT_DEBIT, STANDING_ORDER. Available transaction_type values: DEBIT, CREDIT.

Example use cases

What teams automate with Nationwide

7 realistic workflows that combine Nationwide with your other apps.

Finance
Each morning sync Nationwide transactions to Xero and flag coding errors in Slack.
Finance
When Nationwide savings rates change, update treasury assumptions in Metabase and share in Slack.
Ops
Weekly review Nationwide standing orders, verify vendors in Coupa, and confirm in Gmail.
Finance
At month end, reconcile Nationwide accounts to bank feeds in TrueLayer and report gaps.
People
When benefits payments leave Nationwide, confirm totals in Xero and notify HR in Slack.
Legal
Store Nationwide mandate paperwork in DocuSign and track renewals in Notion.
RevOps
Attach Nationwide account refs to Salesforce suppliers and clean duplicates in Slack.

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