Financial Management Bank Feeds
Save Time and Improve Data Accuracy with Automated Bank Feeds
Schedule bank feed imports for savings, checking, corporate credit cards, investments, loans, and other financial accounts. Connect to multiple banks with varying import schedules per account. Powered by artificial intelligence with embedded machine learning, real-time activity downloads provide automated smart matching to existing transactions.
Key benefits of Acumatica Financial Management Bank Feeds Software
Important Features of Acumatica Financial Management Bank Feeds
Powered by Plaid, Bank Feeds supports over 14,000 financial institutions globally.
Multi-Factor Authentication (MFA), Advanced Encryption Standard (AES 256), and Transport Layer Security (TLS) ensures safety and security for all information exchanges.
Default settings, artificial intelligence, and machine learning automatically match bank transactions with Acumatica transactions.
Match one bank transaction to one or more payments, invoices, or receipts.
Match one bank transaction to one or more payments, invoices, receipts, credit memos, and debt adjustments.
Unmatched transactions are conveniently displayed in dashboard views for review and manual matching or categorization in Acumatica.
Write-offs of AR balances and credits are supported.
Bank feed updates are logged at the record and field level in Acumatica, providing traceability for all financial data transactions.
Advanced mapping and custom data provider connections provide flexibility to automate virtually any business scenario.