Bank Integration
Setup Bank Feeds. Leverage Auto Reconciliation. Save Time. Connect your bank accounts to CashBooks and let transactions flow automatically with intelligent reconciliation.
Connects with major banks
Automatically syncs your transactions
Fast, automated reconciliation
Our Bank Feeds feature combines secure bank connections with intelligent matching to bring every transaction into CashBooks, categorized and ready to reconcile.
Set up bank feeds for multiple bank accounts and connect all your financial institutions in one centralized location.
Centralized bank feeds
Leverage our intelligent auto reconciliation feature to automatically match and reconcile transactions based on historical patterns.
Bank transaction
Client payment
Book record
Invoice payment
Illustrative reconciliation
Export bank transactions and upload them seamlessly into CashBooks with support for multiple formats and in-app review capabilities.
Import bank transactions
Illustrative import
Create intelligent bank rules to automatically categorize transactions and streamline your reconciliation process.
Bank Feeds
Add accountTransactions from connected accounts flow in automatically.
3 accounts connected
Last synced: just now
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.
Set up bank feeds for multiple bank accounts and connect all your financial institutions in one centralized location.
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.
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
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.
Join the businesses using CashBooks Bank Feeds to automate transaction syncing and save significant time with intelligent reconciliation.
