Finance & Accounting
Connect YNAB to Sortment
Connect YNAB to Sortment so its AI agents can use 27 YNAB actions in your lifecycle programs, from audiences and campaigns to reporting.
- Actions
- 27
- Triggers
- —
- Authentication
- OAuth2
- Category
- Finance & Accounting
What Sortment's agents can do in YNAB
27 actions.
- Create a new account in a budget
- Create Scheduled Transaction
- Delete Scheduled Transaction
- Get Account by ID
- Get Budget By ID
- Get Budget Month
- Get Budget Settings
- Get Category by ID
- Get Month Category By ID
- Get Payee by ID
- Get Scheduled Transaction by ID
- Get Transaction by ID
- Get Authorized User
- List Accounts
- List Budgets
- List Categories
- List Budget Months
- List Payee Locations
- List Payee Locations by Payee
- List payees in a budget
- List Scheduled Transactions
- List Transactions
- List Transactions by Account
- List Transactions by Category
- List Transactions by Payee
- Update Payee
- Update Scheduled Transaction
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with YNAB.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack