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Bank Feeds

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 client’s financial account (such as a checking account, savings account, other bank account, or credit card account) into Accounting CS. 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 client’s financial accounts. Each client can link an unlimited number of financial accounts to Accounting CS for Bank Feeds.
Service fees may apply when you use the Bank Feeds feature for your clients:
  • For clients who use Accounting CS Client Access: There are no additional fees for you to use the Bank Feeds feature for their accounts.
  • For clients who don't use Accounting CS Client Access: We will waive the fee for the first three clients you enroll. After you have enrolled three clients, there is a monthly fee for each client for whom you use the Bank Feeds feature.

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.

This article applies to:

  • Product: Accounting CS
  • Subject: Bank reconciliation

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