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Bank feeds

Every account, every morning, already in the books.

Clearer work, fewer loose ends

  • Every account, every morning, already in the books.
  • Link your bank once and your transactions show up on their own.
  • You stop typing in numbers you already have.

Bank feeds

Step 1

Every account, every morning, already in the books

Link your bank once and your transactions show up on their own. You stop typing in numbers you already have.

What your accountant sees

Connect thousands of banks through Plaid and Akahu, plus direct API connections to Mercury, BNZ, Rho and Brex. Share one bank connection across the workspaces that need it, with a cutover date so history lands once. No CSV chasing on the first of the month.

Back to Client Workspace
  • Cruise Control

    Categorisation that learns your books, not a generic model.

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  • Transaction accuracy rules

    Set what reviewed has to mean before anyone can tick it.

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  • Bank reconciliation

    Reconcile with the statement, not against it.

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  • Bank statement PDF import

    Drop in a PDF statement, get clean transactions back.

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  • Automations

    Build the rule once, never touch that transaction type again.

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  • Universal search

    One search box across the whole workspace.

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See bank feeds on your own data