Bank Feeds - Automate Imports and Reconciliation

Eliminate Manual Imports with Automated Bank Feeds

Bank Feeds seamlessly connects your bank, credit card, and loan accounts to Acumatica, eliminating the need for manual downloads and uploads. Transactions flow securely into your ERP on a schedule you set, giving finance teams accurate, up-to-date data at all times. The result is less time spent on reconciliation, fewer errors, and faster month-end closes with clearer visibility into cash and expenses.

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What are Bank Feeds?

Bank Feeds in  Acumatica is a secure, automated way to bring financial transactions directly into your ERP system. By connecting to thousands of banks and credit card providers, Bank Feeds eliminates the need for manual imports and ensures that your financial data is always current. Whether you’re reconciling checking accounts, managing employee credit card expenses, or tracking loans, Bank Feeds delivers accuracy and efficiency.

Key Features of Bank Feeds

Acumatica Bank Feeds comes with powerful automation tools designed to remove the headaches of manual reconciliation. These features ensure your finance team always works with accurate and up-to-date information:

  • Scheduled Imports – Automate bank feeds for checking, savings, credit cards, loans, and investments.

  • Smart Matching – AI-powered rules match transactions to payments, invoices, receipts, and adjustments.

  • Manage by Exception – Dashboards highlight only unmatched transactions for quick review and reconciliation.

  • Corporate Card Management – Reconcile employee expenses directly inside Acumatica.

  • Secure Access – Industry-leading providers (Plaid and MX) with MFA, AES-256 encryption, and TLS security.

  • Audit Logs – Full traceability at record and field level for compliance and reporting.

  • Flexible Integration – Map data and customize connections to support virtually any business scenario.

Together, these features help finance teams focus on higher-value work. Instead of digging through spreadsheets or uploading bank files, you get transactions automatically delivered, intelligently matched, and highlighted only when something needs your attention.

Benefits of Bank Feeds Automation

With automation handling the routine, your team can shift from chasing data to making better financial decisions. Bank Feeds delivers meaningful advantages across your entire accounting process:

  • Save Time – Automate imports and reduce manual reconciliation.

  • Improve Accuracy – Eliminate errors and keep financial data always up to date.

  • Close Faster – Simplify month-end with transactions already imported and matched.

  • Gain Control – Dashboards and reports highlight only what needs your attention.

  • Boost Security – Protect sensitive data with advanced encryption and authentication.

The result is a faster, more reliable financial close process. Controllers, CFOs, and accounting teams gain confidence in their numbers, while the business enjoys clearer insight into cash flow and expenses.

Simplify Reconciliation. Accelerate Your Close.

Bank Feeds in Acumatica takes the hassle out of managing transactions by automating imports, securely connecting to thousands of financial institutions, and intelligently matching payments. Your finance team spends less time on manual work and more time focusing on what matters — ensuring accuracy, improving visibility, and keeping cash flow under control.

With Acumatica as your connected platform, you can close faster, make decisions with confidence, and give your business the clarity it needs to grow.

📄 [Download the Bank Feeds Datasheet] Get the Complete Acumatica Bank Feeds Overview.

🤝 [Talk to Milestone] to see how Bank Feeds and Acumatica can simplify your financial workflows.