PRODUCT / Web products / Automation
Account transaction records with bank file imports and duplicate checks.
The external system requires sign-in. Below is a verified local workflow with fictional transactions and an account balance. Walkthrough access is discussed separately.
BYstudio test account
Fictional amounts. No bank transactions were made.
Transactions arrive from several accounts. Reimporting a file must not create duplicates, and connected services need consistent information.
We connected accounts, transactions, categories and counterparties. CSV imports include a preview and duplicate checks. An API passes financial information to TaskOS.
Local test on 19 October 2026. All amounts are fictional; no bank transactions were made.
Created fictional income of RUB 12,000 in a test account.
Open the test captureNew transaction
Test: fictional income, not a customer payment.
CreateAdded an expense of RUB 2,000. Both transactions remained after reloading.
Open the test captureSaved transactions
Both records remained after reloading.
The dashboard showed income of RUB 12,000, an expense of RUB 2,000 and a balance of RUB 10,000.
Open the test captureBYstudio test account
Fictional amounts. No bank transactions were made.
The service is deployed with authentication and an API connection to TaskOS. The case shows its structure; financial records remain private.
The initial task discussion is free. Describe it in your own words. A BYstudio specialist or Yan Bunin will respond.
