Perfect for clients that don’t use accounting software

Many small businesses or entities such as family trusts have no need for accounting software. BankData for Accountants makes it easy to import the transactions out of their bank statements, ready for you to code up and run financial reporting in the XPA ledger.

Perfect for clients that don't use accounting software

Connect to all major banks

We have a direct connection to all the major banks in Australia and New Zealand including CBA, Westpac, ANZ, NAB, St George, BOQ and more. With just a few easy steps, you can connect your client’s bank feeds and start securely receiving transactions into XPA ready to produce their accounts.

Handles transactions and coding like a charm

It’s easy and efficient to bring transactional data into your general ledger. With an easy coding interface and a system that learns from you over time, it’s perfect for managing recurring transactions and regular clients.

 

What is bank reconciliation? Bank reconciliation is the process of comparing the cash activity in your financial records to the transactions on your bank statement to help identify any mistakes and monitor cash flow. Once BankData is connected to your bank, your latest banking and credit card transactions flow in to Reckon One automatically, ready for you to reconcile.

The integrated solution from APS not only gives us productivity gains but also allows us visibility on all aspects of our business.

Matthew Hung – Director at rdl.accountants

Quick and easy bank feeds for accountants

Find out more information or request a demo tailored to your accounting practice needs.