MYLEDGERBank feeds & open banking
Bank feed freshness
See when bank data was last refreshed, with a clear badge when it is stale.
The problem it solves
Working from stale bank data leads to wrong conclusions.
How it works
- Open the bank feed.
- Check the freshness indicator.
- Refresh if it is stale.
What your practice gets
- Know how current the data is.
- Stale data flagged.
- Confidence in reconciliation.
Questions accountants ask
What does stale mean?
The data has not been refreshed recently.
Can I refresh manually?
Yes, by syncing.
Does it refresh automatically?
Yes, daily for auto-import accounts.
Related features
Features that work alongside bank feed freshness.
Open banking sync
List the bank accounts a client has consented to share and sync their transactions, with progress shown as it runs.
VideoOvernight bank refresh
Accounts with automatic import are synced and imported once a day overnight, so bank lines are waiting each morning.
Consent expiry clean-up
Data from revoked or expired bank data consents is purged automatically.
Import bank feed transactions
Import synced bank transactions into the client's ledger, skipping ones already imported.
VideoClient bank data consent
Send the client a consent link or email so they can authorise bank data sharing themselves.
VideoOpen banking account assignment
Assign each shared bank account to a client and a ledger account, in bulk if needed, and turn on automatic import.
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.