Skip to the main content.
Industries

Construction
Job costing, AIA billing, and project financials

Distribution
Inventory, orders, and fulfillment

Manufacturing
MRP, production, and shop floor control

 

Professional Services
Project accounting, billing, and resources

Tribal Organizations
Financials across gaming, hospitality, retail, and more

Internet Service Providers
Inventory, projects, and network buildouts

Not sure what it will cost?

Get a suggested edition and a budget range for your business in about a minute.

Try the Pricing Calculator →

Solutions

Financial Management
General ledger, AP, AR, and reporting

Inventory Management
Stock, warehouses, and replenishment

Project Accounting
Budgets, job costs, and profitability

Moving to Acumatica

Sage 100 to Acumatica
A proven move from a team that knows Sage

QuickBooks to Acumatica
Move beyond QuickBooks with a clear migration plan

Implementation done right

Milestone designs, configures, migrates, and trains so Acumatica supports the way your business already operates.

Explore Acumatica Services →

Pricing

Acumatica Pricing
How licensing, editions, and costs work

Pricing Calculator
A budget range for your business in about a minute

Want accurate pricing?

Budget ranges help you plan. A discovery session gives you official pricing and scope for your business.

Schedule a Discovery Session →

Why Milestone?

About Milestone
Family-owned since 1992, Acumatica Gold Certified since 2015

Acumatica Services
Implementation, training, and ongoing support

Blog
Acumatica tips, guides, and industry insights

Let’s talk about your business

Work with a team that has more than 30 years of ERP experience and knows your industry.

Contact Milestone →

Acumatica Financial Management • Bank Feeds

Bank Feed Software

Automatically Import and Match Bank Transactions in Acumatica

Acumatica Bank Feeds brings bank and corporate card activity into the ERP so finance teams can reduce manual imports, match transactions, and simplify reconciliation.

Keep bank activity connected with Cash Management, the general ledger, Accounts Payable, Accounts Receivable, and Expense Management.

Acumatica is the platform.
Milestone Information Solutions makes it work for your business.

Acumatica Bank Feeds

Bring Bank Activity Into Acumatica Automatically

Reduce the need to download and re-enter banking activity while keeping transactions connected with the financial records already in Acumatica.

Scheduled Imports
Bring transactions from supported bank and corporate card accounts into Acumatica on configured schedules.
Transaction Matching
Match imported bank activity with payments, invoices, expenses, and other transactions already recorded in the ERP.
Exception Review
Focus finance on transactions that still need review, matching, or categorization instead of working through every transaction manually.
Bank Reconciliation
Use imported and matched activity as part of the broader bank reconciliation process in Acumatica.

How It Works

From Bank Activity to Reconciliation

Bank feeds bring transaction activity into Acumatica so finance can review matches, resolve exceptions, and continue the reconciliation process without manually rebuilding bank activity.

Bank & Card Accounts
Bank Feeds
Match & Review
Reconciliation & Financial Reporting

Connected Financial Management

Bank Feeds Connect Bank Activity to the Rest of Finance

Bank activity affects more than reconciliation. Acumatica keeps imported transactions connected with Cash Management, Accounts Payable, Accounts Receivable, Expense Management, and the general ledger.

Why Acumatica

Why Acumatica for Bank Feeds

Automated Imports
Bring bank activity into Acumatica without repeatedly downloading and uploading transaction files.
Transaction Matching
Use matching tools to connect imported transactions with activity already recorded in the ERP.
Connected Reconciliation
Keep banking activity tied to Cash Management and the underlying financial transactions.
Expense Integration
Connect corporate card activity with Expense Management to help reduce manual expense processing.

Why Milestone

Bank Feeds Work Best When the Financial Process Is Set Up Right

Milestone helps configure bank connections, cash accounts, matching processes, and reconciliation workflows around how your finance team works.

Bank & Cash Account Setup
Configure supported bank connections and map activity to the appropriate cash and financial accounts.
Matching & Reconciliation Setup
Set up the process finance uses to review imported activity, resolve exceptions, and reconcile accounts.
Finance Team Training & Support
Help your team understand the day-to-day process and how Bank Feeds fits into the broader financial workflow.
30+
Years ERP Experience
10+
Years With Acumatica
GOLD
Acumatica Certified Partner

FAQ

Bank Feed Software FAQs

See Bank Feeds in Acumatica Financial Management

Tell us how your team imports and reconciles bank activity today. Milestone can show you how Bank Feeds works with your broader financial processes in Acumatica.

Request a Finance Demo

Download the Bank Feeds Datasheet