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Introduction to bank feeds

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Bank feeds automatically transfer transaction details and potentially account balance information from a financial institution to 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 you to easily import transactions from your bank into your solution. Unlike the traditional process of manually entering in transactions, this capability saves time and improves workflows.

Business owners

For business owners in small businesses who want to stay on top of their transactions and keep their accounts accurate, bank feeds is a capability that allows you to automatically import transactions from your bank into your solution. Banks feeds save time and eliminates errors, as it removes the needs to manually enter transactions.

Bank feed flows