Practice bank feed matching
Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.
The problem it solves
Matching bank receipts to client invoices by hand is slow and leaves the debtor list wrong.
How it works
- Connect the practice bank feed.
- Review candidate matches between receipts and invoices.
- Accept the right matches; reject, hide or restore the rest.
What your practice gets
- Receipts matched to invoices.
- You confirm every match.
- Receipts can be sent to clients.
Watch it in the product
A short recording of practice bank feed matching in use.
Questions accountants ask
Are matches applied automatically?
Candidates are proposed; you review them.
Can I hide irrelevant transactions?
Yes, and restore them later.
Is this the client ledger?
No. This is your practice's own bank feed for fee receipts.
Related features
Features that work alongside practice bank feed matching.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoContinuous receipt matching
Bank receipts are matched and receipt emails sent continuously in the background.
Supplier bills
Upload supplier invoices, let text recognition read them into draft batches, then review and approve them.
Card and direct debit payments
Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.
Service catalogue
Maintain your standard services and fees once, adjust prices in bulk, set commission treatment, map lodgment types to items and import with AI help.
VideoDisbursements
Record out-of-pocket costs for clients and create disbursements from expenses so they are recharged.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.