Daily open banking retention check
Consumer Data Right retention clean-up runs with the daily open banking refresh.
The problem it solves
Retention obligations need to run reliably every day.
How it works
- The daily open banking refresh runs.
- Retention checks run with it.
- Data from ended consents is purged as elected.
What your practice gets
- Retention obligations supported.
- Runs daily.
- No manual work.
Questions accountants ask
What is purged?
Data from ended consents, according to the client's election.
How often?
Daily.
Do I need to configure it?
No.
Related features
Features that work alongside daily open banking retention check.
Consent expiry clean-up
Data from revoked or expired bank data consents is purged automatically.
Accurate AI usage billing
AI usage is reported to Fedix billing regularly so usage-based charges are accurate.
Fresh client memory
Confidence in older client memories fades daily, so stale information stops steering the AI.
Stuck AI job recovery
AI coding jobs left stuck by an interrupted process are reclaimed automatically.
Temporary file clean-up
Temporary uploads and generated report PDFs are cleaned up regularly, reducing stored client information.
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.