MYLEDGERBank feeds & open banking
Client bank data consent
Send the client a consent link or email so they can authorise bank data sharing themselves.
The problem it solves
Accountants should never handle a client's banking login.
How it works
- Generate a consent link, or send the consent email.
- The client authorises sharing with their bank.
- The consent is recorded and accounts become available.
What your practice gets
- No client logins handled by staff.
- Easy for clients.
- Consent recorded.
Watch it in the product
A short recording of client bank data consent in use.
Questions accountants ask
Does the client choose the accounts?
Yes, during consent with their bank.
Can I send it by email?
Yes.
Can the client withdraw consent?
Yes.
Related features
Features that work alongside client bank data consent.
Open banking sync
List the bank accounts a client has consented to share and sync their transactions, with progress shown as it runs.
VideoData deletion choice when consent ends
Record whether the client wants their shared bank data deleted or kept when consent ends, and carry out the deletion.
Open banking account assignment
Assign each shared bank account to a client and a ledger account, in bulk if needed, and turn on automatic import.
Bank feed freshness
See when bank data was last refreshed, with a clear badge when it is stale.
Overnight 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.
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.