Bank Feeds powered by Envestnet Yodlee

The Accounting CS Bank Feeds feature, powered by Envestnet Yodlee enables you to import bank transactions directly from a financial account (such as a checking account, savings account, other bank account, or credit card account) into Accounting CS Client Access. This can save time and increase productivity during data entry and bank account reconciliation, and it gives you real-time access to the transactional data that impacts your financial accounts. You can link an unlimited number of financial accounts to Accounting CS Client Access for Bank Feeds.

Before setting up bank feeds

We've created a Bank Feeds Site Search where you can make sure your a financial institution is available for bank feeds.

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