MYLEDGERBank feeds & open banking
Data 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.
The problem it solves
Under the Consumer Data Right, data must be handled according to the client's choice when consent ends.
How it works
- The client makes their election.
- MYLEDGER records it.
- Data is purged where they chose deletion.
What your practice gets
- Supports Consumer Data Right obligations.
- The client's choice recorded.
- Deletion carried out.
Questions accountants ask
Who makes the election?
The client.
What happens on deletion?
Shared data is purged.
Is this recorded?
Yes.
Related features
Features that work alongside data deletion choice when consent ends.
Client bank data consent
Send the client a consent link or email so they can authorise bank data sharing themselves.
VideoConsent expiry clean-up
Data from revoked or expired bank data consents is purged automatically.
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.
Open banking sync
List the bank accounts a client has consented to share and sync their transactions, with progress shown as it runs.
VideoImport bank feed transactions
Import synced bank transactions into the client's ledger, skipping ones already imported.
VideoSee 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.