Bank Of America Connector - Analyze Financial Data with AI

Connect Bank Of America to Sourcetable, and analyze financial data with AI

You've never seen a spreadsheet do this before.

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	A	B	C	D	E
1	Transaction	Amount	Date	Status	Method
2	#TXN-8923	$1,245.00	2025-12-14	Completed	Card
3	#TXN-8924	$892.50	2025-12-14	Completed	Card
4	#TXN-8925	$3,450.00	2025-12-13	Processing	ACH
5	#TXN-8926	$567.25	2025-12-13	Pending	Card
6	#TXN-8927	$2,100.00	2025-12-12	Completed	Wire

Transactions from Bank Of America

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Sourcetable

Use Bank Of America, show me recent transactions

See how simple it is to connect...

...and analyze Bank Of America data.

“I used to export Bank Of America financial data to Excel and manually create reports. Now I analyze financial data and generate insights instantly.”

— Financial Analyst

Top 10 Most Popular Bank Of America connector actions from the Sourcetable community

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

How do I connect Bank Of America to Sourcetable?

Connect your Bank Of America account to Sourcetable by clicking "Start connecting" and authenticating with your Bank Of America credentials. Once connected, you can analyze financial data, create visualizations, and build reports directly from your spreadsheet using natural language commands.

What can I do with the Bank Of America connector?

The Bank Of America connector lets you analyze financial data, create custom reports, track key metrics, and build automated dashboards. You can analyze your Bank Of America data using plain English and Sourcetable will fetch and analyze the data automatically.

Can I analyze my Bank Of America data with AI?

Yes! You can analyze your Bank Of America data using plain English queries. Ask questions like "Show me recent transactions" and Sourcetable's AI will analyze your Bank Of America account and create visualizations automatically.

Is my Bank Of America data secure?

Yes. Sourcetable uses industry-standard OAuth 2.0 authentication and encryption to connect to your Bank Of America account. Your credentials and data are encrypted both in transit and at rest. We follow enterprise security best practices and you maintain full control over your Bank Of America account permissions.

How often does my Bank Of America data sync with Sourcetable?

Your Bank Of America data syncs automatically when you run a query or fetch data. You can manually refresh at any time to get the latest information. This ad-hoc approach means you always work with current data while maintaining control over when data is fetched.

How is this different from exporting Bank Of America data to Excel or CSV?

Unlike static CSV exports, Sourcetable connects directly to your live Bank Of America data. You can query current data using natural language without writing SQL, create dynamic dashboards that update on-demand, and analyze trends across any time period instantly. No more downloading files, copying data between spreadsheets, or manually updating reports.

Can I import historical Bank Of America data from before I connected?

Yes! When you connect Bank Of America to Sourcetable, you can access all historical data available in your Bank Of America account. Specify date ranges in your queries like "Show me all data from the past 2 years" and Sourcetable will fetch the historical records from Bank Of America's API.

How does Sourcetable replace my manual Bank Of America reporting workflows?

Instead of waiting for scheduled reports or manually exporting CSVs, you can run any analysis instantly whenever you need it. Ask questions on-demand and get answers in seconds. Save your most common queries as templates, share them with your team, and build dashboards that anyone can refresh with a click. This ad-hoc approach means you're never waiting for reports - you create insights when you need them.

What data sources does Sourcetable support?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data like Bank Of America and most plain text data. View all available connectors at sourcetable.com/connectors.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. For Bank Of America data, you can create charts showing trends, distributions, comparisons, and more. All visualizations are downloadable and can be exported as interactive embeds.

What data science tools are available?

Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn to analyze your Bank Of America data and create insights.

Is this free?

Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.

Is there a discount for students, professors, or teachers?

Students and faculty receive a 50% discount on the Pro and Max plans. Email support@sourcetable.com to get your discount.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write Python code for you.

Sourcetable + Bank Of America

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