Preinstalled Bank Feeds Records

The following table lists the records NetSuite automatically adds to your account after you install the Bank Feeds SuiteApp. These SuiteApp components let NetSuite connect directly to your financial institutions and retrieve bank data. Each preinstalled Bank Feeds format profile is configured to use a specific financial institution record, connectivity plug-in, and transaction parser.

Note:

The following requirements and restrictions apply to Bank Feeds format profiles and related components:

Use each preinstalled format profile only with its matching preinstalled Bank Feeds financial institution record.
Don't use a preinstalled format profile with a custom financial institution.
A custom Yodlee format profile is supported only when it uses the SuiteApp connectivity plug-in and transaction parser listed in the table.
Other custom format profiles and record or component combinations aren't supported and may cause setup or upgrade errors.

For more information, see Bank Feeds Setup Considerations.

Record Type	Record Name	Description	Account Information Service Provider (AISP)	Connectivity Plug-in	Transaction Parser
Financial institution	Bank Feeds	A preinstalled financial institution record.	-	-	-
Format Profile	U.S. and Canada Accounts (Yodlee)	A preinstalled format profile record that you can use to set up bank feeds for financial institutions in the United States and Canada. Important: The Yodlee format profile isn't preinstalled for new customers. If the available preinstalled format profiles don't support your U.S. or Canada financial institution, you can manually create the Yodlee format profile. Use the standard connectivity plug-in and transaction parser from the Bank Feeds SuiteApp. For the steps, see Creating a Custom Format Profile to Connect to a U.S. or Canada (Yodlee) Financial Institutio The Yodlee format profile remains available in Bank Feeds SuiteApp versions installed before February 4, 2026.	Yodlee	US and CA Bank Feeds Connectivity	US and CA Bank Feeds Parser (Yodlee)
Format Profile	U.S. and Canada Accounts (MX)	A preinstalled format profile record that you can use to set up bank feeds for financial institutions in the United States and Canada.	MX Technologies, Inc.	US and CA Bank Feeds Connectivity MX	US and CA Bank Feeds Parser (MX
Format Profile	Regulated Europe Accounts (Salt Edge)	A preinstalled format profile record that you can use to set up bank feeds for PSD2-regulated financial institutions in Europe. The revised Payment Services Directive (PSD2) regulates payment systems in Europe, and this is the preferred profile for connecting to European financial institutions.	Salt Edge	EU Bank Feeds Connectivity	EU and Other Countries Salt Edge Parser
Format Profile	Nonregulated Europe Accounts (Salt Edge)	A preinstalled format profile record that you can use to set up bank feeds for European financial institutions that aren't regulated by PSD2.	Salt Edge	EU Non-PSD2 Bank Feeds Connectivity	EU and Other Countries Salt Edge Parse
Format Profile	Accounts in Other Countries (Salt Edge)	A preinstalled format profile record that you can use to set up bank feeds for financial institutions in New Zealand, the Philippines, Singapore, and Thailand.	Salt Edge	Other Countries Bank Feeds Connectivity	EU and Other Countries Salt Edge Parser

Record Type

Record Name

Description

Account Information Service Provider (AISP)

Connectivity Plug-in

Transaction Parser

Financial institution

Bank Feeds

A preinstalled financial institution record.

Format Profile

U.S. and Canada Accounts (Yodlee)

A preinstalled format profile record that you can use to set up bank feeds for financial institutions in the United States and Canada.

Important:

The Yodlee format profile isn't preinstalled for new customers. If the available preinstalled format profiles don't support your U.S. or Canada financial institution, you can manually create the Yodlee format profile. Use the standard connectivity plug-in and transaction parser from the Bank Feeds SuiteApp.

For the steps, see Creating a Custom Format Profile to Connect to a U.S. or Canada (Yodlee) Financial Institutio

The Yodlee format profile remains available in Bank Feeds SuiteApp versions installed before February 4, 2026.

Yodlee

US and CA Bank Feeds Connectivity

US and CA Bank Feeds Parser (Yodlee)

Format Profile

U.S. and Canada Accounts (MX)

A preinstalled format profile record that you can use to set up bank feeds for financial institutions in the United States and Canada.

MX Technologies, Inc.

US and CA Bank Feeds Connectivity MX

US and CA Bank Feeds Parser (MX

Format Profile

Regulated Europe Accounts (Salt Edge)

A preinstalled format profile record that you can use to set up bank feeds for PSD2-regulated financial institutions in Europe. The revised Payment Services Directive (PSD2) regulates payment systems in Europe, and this is the preferred profile for connecting to European financial institutions.

Salt Edge

EU Bank Feeds Connectivity

EU and Other Countries Salt Edge Parser

Format Profile

Nonregulated Europe Accounts (Salt Edge)

A preinstalled format profile record that you can use to set up bank feeds for European financial institutions that aren't regulated by PSD2.

Salt Edge

EU Non-PSD2 Bank Feeds Connectivity

EU and Other Countries Salt Edge Parse

Format Profile

Accounts in Other Countries (Salt Edge)

A preinstalled format profile record that you can use to set up bank feeds for financial institutions in New Zealand, the Philippines, Singapore, and Thailand.

Salt Edge

Other Countries Bank Feeds Connectivity

EU and Other Countries Salt Edge Parser

You can access the preinstalled records in the Setup Manager (Setup > Accounting > Financial Institution > List). For more information about Financial Institution and Format Profile records, see Financial Institution Records.

Related Topics