Product

Bank Feed Software

Connect Acumatica to more than 14,000 financial institutions. Schedule bank transaction imports to Acumatica. Link savings, checking, and corporate credit card accounts to cash and expense accounts inside Acumatica. Eliminate manual reconciliation and matching with default settings, artificial intelligence, and machine learning.

Save Time and Improve Data Accuracy with Automated Bank Feeds

Schedule bank feed imports for savings, checking, corporate credit cards, investments, loans, and other financial accounts. Connect to multiple banks with varying import schedules per account. Powered by artificial intelligence with embedded machine learning, real-time activity downloads provide automated smart matching to existing transactions. Dashboards and reports highlight transactions that require attention. Bank Feeds is powered by Plaid, the industry-leading connection platform used by thousands of financial institutions and businesses globally. Connections and data transfers use Multi-Factor Authentication (MFA), Advanced Encryption Standard (AES 256), and Transport Layer Security (TLS) for all information exchanges.

Key Benefits of Bank Feed Software for your Company

  • Automate Processes

    Schedule bank feed imports to occur automatically based on flexible, user-defined schedules. Smart matching powered by Artificial Intelligence with Machine Learning eliminates reconciliation for recognized transactions.

  • Setup in Minutes

    Connect to financial institutions in minutes with your corporate or personal credentials. Link financial accounts to General Ledger accounts with a few clicks.

  • Streamline Expenses

    Use Bank Feeds with Advanced Expense Management to automate expenses for corporate credit cards. Advanced Expense Management streamlines business expenses with flow-through to customer projects for review and customer billing.

Important Features of Bank Feed Software

Bank Integration

Powered by Plaid, Bank Feeds supports over 14,000 financial institutions globally.

Secure Connections

Multi-Factor Authentication (MFA), Advanced Encryption Standard (AES 256), and Transport Layer Security (TLS) ensures safety and security for all information exchanges.

Transaction Matching

Default settings, artificial intelligence, and machine learning automatically match bank transactions with Acumatica transactions. Match one bank transaction to one or more payments, invoices, or receipts.

Manage by Exception

Unmatched transactions are conveniently displayed in dashboard views for review and manual matching or categorization in Acumatica. Write-offs of AR balances and credits are supported.

Audit Logs

Bank feed updates are logged at the record and field level in Acumatica, providing traceability for all financial data transactions.

Flexibility

Advanced mapping and custom data provider connections provide flexibility to automate virtually any business scenario.

See what Acumatica customers are saying

"In my mind, Dynamics GP was an old building painted as new. The biggest benefit to Acumatica is the confidence you get from knowing that it’s built on a new-generation platform."
Juan Schotel, CEO
EOS Group
"Acumatica has already proved effective in handling future needs with a clean and simple integration to our e-commerce system… I would recommend Acumatica to any growing distributor looking for a great system."
Justin Leflaive, Finance Manager
Toffeln

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