Bank Integration
Setup Bank Feeds. Leverage Auto Reconciliation. Save Time. Connect your bank accounts to CashBooks and let transactions flow automatically with intelligent reconciliation.
Bank Connections
Time Saved
Transactions Synced
Reconciliation Rate
Automate Bank Transactions
Set up bank feeds for multiple bank accounts and connect all your financial institutions in one centralized location.
Multiple account support
Centralized management
Real-time synchronization
Leverage our intelligent auto reconciliation feature to automatically match and reconcile transactions based on historical patterns.
Automated matching
Historical learning
Smart categorization
Export bank transactions and upload them seamlessly into CashBooks with support for multiple formats and in-app review capabilities.
Multiple format support
In-app CSV editing
Pre-import review
Create intelligent bank rules to automatically categorize transactions and streamline your reconciliation process.
Custom rule creation
Auto categorization
Pattern recognition
Set up automated bank connections and reconciliation in just 4 simple steps
Securely connect your bank accounts to set up automatic bank feeds with encrypted connections.
Bank transactions flow into CashBooks automatically on a regular basis for seamless data integration.
Leverage auto reconciliation to match transactions based on historical patterns and account experience.
Maintain precise and up-to-date financial records with automated categorization and bank rules.
Transform your financial workflow with automated bank connections and reconciliation
Eliminate manual data entry with automatic transaction syncing. Save 25+ hours per week with automated bank feeds.
Bank-level security with encrypted connections. Reliable daily synchronization keeps your data current.
Intelligent matching based on historical patterns. Automated reconciliation with 98.5% accuracy rate.
If your bank doesn't offer direct bank feeds, easily import your data into CashBooks with support for multiple formats and in-app review capabilities.
Set up bank feeds for multiple bank accounts and connect all your financial institutions in one centralized location.
Export bank transactions in multiple formats
CSV, Excel, QIF, and OFX support
Review and edit CSV files within CashBooks
Pre-import validation and error checking
Set up bank feeds for multiple bank accounts and connect all your financial institutions in one centralized location.
Multiple account support
Centralized management
Real-time synchronization
Multiple account support
After importing your bank transactions into CashBooks, effortlessly reconcile transactions for a precise and up-to-date overview of your finances.
Create powerful bank rules to automatically categorize transactions and streamline your reconciliation process.
Maintain accurate and up-to-date financial records with continuous synchronization and smart categorization.
CashBooks automatically reconciles transactions based on account history and similar transaction patterns.
"We no longer have to manually sort through every transaction. CashBooks understands our bookkeeping patterns and helps keep things organized, which saves us a lot of time every month."
Ryan Wilson, Manufacturing Business Owner
"We used to spend too much time cleaning up books before reviewing our numbers. With CashBooks, transactions are categorized automatically, and our reports are ready much faster"
Rachel Collins, Business Consultant
"Switching from QuickBooks to CashBooks didn't feel like starting over. We were able to bring our existing data in, and now the automated categorization and reporting help us spend less time managing books."
Amanda Morris, Accounting Manager
Join thousands of businesses using CashBooks Bank Feeds to automate transaction syncing and save significant time with intelligent reconciliation.
30-day free trial
Full feature access
