Do bank feeds replace bank reconciliation?

No. Bank feeds automatically import banking transactions into the ERP system, but transactions still need to be reviewed, matched, and reconciled as part of the bank reconciliation process.

How often do bank feeds update?

Update frequency depends on the financial institution and connection method. Many bank feeds update automatically on a scheduled basis, helping finance teams keep banking activity current.

Can bank feeds help reduce manual data entry?

Yes. Bank feeds automatically import banking transactions, reducing the need to manually enter or upload transaction data.

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.

Explore Financial Management

Talk with Milestone

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.

Cash ManagementAccounts PayableAccounts ReceivableExpense ManagementGeneral 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

Bank Feed Software

Automatically Import and Match Bank Transactions in Acumatica

Bring Bank Activity Into Acumatica Automatically

From Bank Activity to Reconciliation

Bank Feeds Connect Bank Activity to the Rest of Finance

Why Acumatica for Bank Feeds

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

Bank Feed Software FAQs

What are bank feeds?

Do bank feeds replace bank reconciliation?

How do Acumatica Bank Feeds connect with Financial Management?

See Bank Feeds in Acumatica Financial Management