Cloud Banking
Efficiently managing bank accounts is essential for every business. With cloud-based access and a reliable service provider, you can streamline your financial operations seamlessly.
Enhanced Account Management:
Use our new LedgerSync account widget to link bank accounts and map them to your general ledger with ease.
Customizable Bank Feeds:
Set bank feed dates to import only the transactions you need.
Smart Transaction Matching:
Create mapped Merchant/Company Names and Categorization Rules to automatically match transactions.
Powerful Transaction Review:
View and manage transactions in Unapproved, Approved, and Excluded tabs, add custom columns, and attach relevant documents.
Batch Processing:
Approve or exclude multiple transactions in one click—saving you time and effort.
Guided Experience:
Explore Cloud Banking with our interactive in-app tour.
Check out this video to see it all in action!
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