Resources/Library/Bank Feeds
DatasheetGeneral Business

Bank Feeds

Acumatica's Bank Feeds integration automates bank reconciliation and expense management by connecting to over 14,000 financial institutions, improving accuracy and efficiency.

What you'll learn

  • Automated Bank Feed Imports: Schedule imports for checking, savings, and corporate credit card accounts, reducing manual reconciliation with auto-matching features.
  • Smart Matching and Secure Data: Uses AI and machine learning to match transactions automatically while securing data with Multi-Factor Authentication (MFA), AES 256 encryption, and TLS.
  • Streamlined Expense Management: Links corporate credit cards to expense accounts, allowing for real-time updates and reducing delays in expense reporting.
  • Customizable Dashboards and Reporting: Highlights unmatched transactions for quick review, enabling efficient management by exception.
  • Scalable and Flexible Integration: Supports connections to financial institutions via Plaid and MX, allowing businesses to automate bank reconciliation for multiple accounts.
"Acumatica's unlimited user license structure will enable us to scale, and once we have the AP AI bank feed, it will help with cash reconciliation, electronic reconciliation, and bank fees. We have more timely information, and much more opportunity." - Andrea Deakove, Project Lead, REMCAN Projects
More like this

Keep exploring General Business.

See all
Still have questions?

Have questions about ERP, integrations, or which solution is right for you?

Our team is here to help. Tell us about your operation and we'll map out a clear path forward.

Visit Our Office
229 Mapleview Drive East, Unit #5 · Barrie, ON L4N 0W5