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Banking Service

What is the Sage Banking Service?

Banking service animated gif

Overview

The Banking Service offers a range of functionality, but at its core is the ability to collate and organise financial transaction data through dedicated providers. Powering integrated products and consumers with fast, reliable bank feeds and transaction categorisation.


Banking Service

  • Search supported banks
  • Simple customer onboarding
  • Import and pull bank transactions
  • Automatic transaction categorisation
  • Reliable customer re-authorisation
  • Quickly connect multiple accounts
Increased accuracy

Increased accuracy

Reduces the risk of human errors created through manual data entry.

Saves time

Saves time

Automatically import and categorise transactions from your bank.

Easy to use

Easy to use

Customers can easily reconcile accounts and categorise transactions with just a few clicks.

Improved Workflow

Improved Workflow

Streamlines workflows with the elimination of manual data entry.

Transactions Within Product Community Match transactions automatically Community Community

How it works

How would a user onboard with the Banking Service and begin to use the benefits.

1. Choose bank

Look up your bank and enter account details.

Choose Bank Animation

2. Authorise feed

Give permission for Sage to retrieve your transaction data, securely.

Authorise feed Animation

3. Activate feed

When activated, your bank transactions will go straight into your Sage solution.

Activate feed Animation

4. Set up rules and reconcile your records

You can set up custom rules for your business, so new transactions will be automatically categorised and allocated.

Set up rules Animation