Banking Features
Automated Account Management
From transaction sync to journal entries
Dramatically streamline accounting
Key Banking Features
End-to-end account management automation
Auto Transaction Sync
Auto-fetch transactions from bank accounts. No manual entry needed to track balances.
Balance Overview
View all account balances on one screen. Real-time visibility into your cash position.
Cash Flow Forecast
Predict future balances from planned transactions. Prevent cash shortages proactively.
Auto Reconciliation
Auto-match receivables and payables with transactions. Dramatically reduce manual work.
Auto Journal Entries
Create journal entries from transactions automatically. AI learns patterns for better accuracy.
Payment Alerts
Real-time notifications on incoming payments. Track receivables collection instantly.
Banking Workflow
Connect Accounts
Securely link bank accounts
Sync Transactions
Auto-fetch all transactions
Auto Process
Journals and reconciliation automated
Integrated with Accounting & Sales
Bank transactions sync with accounting for auto journal entries. Receivables and payables reconcile automatically. Cash flow visibility at your fingertips.
- Auto-create journals from transactions
- Auto-reconcile incoming payments
- Auto-record outgoing payments
- Auto-generate cash flow reports
Automate Accounting Tasks