What is the Sage Banking Service?
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.
Reduces the risk of human errors created through manual data entry.
Automatically import and categorise transactions from your bank.
Easy to use
Customers can easily reconcile accounts and categorise transactions with just a few clicks.
Streamlines workflows with the elimination of manual data entry.
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.
2. Authorise feed
Give permission for Sage to retrieve your transaction data, securely.
3. Activate feed
When activated, your bank transactions will go straight into your Sage solution.
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.