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Bank feeds overview

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Bank feeds automatically transfer transaction and account information from a financial institution into your solution.

Why is Bank Feeds essential for your customers?

Professional users

For professionals in small businesses who want a quick and easy way to enter bank transactions, bank feeds is a capability that allows them to easily import transactions from the bank into Sage solution. Unlike the traditional process of manually entering in transactions, this capability saves time and improves workflows.

Business owners

For small business owners who want to stay on top of their transactions and keep their accounts accurate, bank feeds allows them to automatically import transactions from the bank into Sage product. Banks feeds save time and eliminates errors, removing the need to manually enter transactions.

Ways to integrate

Products can consume the bank feed functionality in 1 of 2 ways. They can either integrate directly with the API or they can integrate with the bank feed UI.

You need to determine which route will provide your users the best experince.

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