_reconciliation

What is a bank feed?

A bank feed is a direct connection between your account and that automates the import of your financial transactions. This integration ensures that all deposits, conversions, transfers, and expenses recorded in automatically flow into .

As a result, this integration streamlines your bank reconciliation process, reduces manual data entry, and ensures your financial records are current.

What information can access from my account?

can't access personal, financial, or transaction data from your account. We only require basic account information, such as the bank accounts available for connection. We also require permission to connect to your account to enable the integration.

Your banking credentials are handled through secure authentication processes, and doesn't store sensitive login information, ensuring the protection of your financial data.

What balances can I connect?

You can connect any balance in your account as long as your account supports multi-currency.

You can even link multiple accounts - each of them will sync transactions separately, allowing you to manage multiple currency balances or business entities within .

What transaction information is sent to ?

When syncing transaction information from your balances to connected bank accounts, we send the following details:

• Transaction date
• Transaction type (debit/credit)
• Transaction amount
• Payee (optionally)
• Reference (optionally)