MYLEDGERBank feeds & open banking
Import bank feed transactions
Import synced bank transactions into the client's ledger, skipping ones already imported.
The problem it solves
Importing the same bank lines twice creates duplicates that are painful to unwind.
How it works
- Choose the synced account and period.
- Import into the ledger.
- Already-imported transactions are skipped.
What your practice gets
- No duplicates.
- Feed data straight into the ledger.
- Ready for reconciliation.
Watch it in the product
A short recording of import bank feed transactions in use.
Questions accountants ask
How are duplicates avoided?
Each transaction carries its bank identifier, so it is imported once.
Can I choose a period?
Yes.
What happens next?
Code the lines in reconciliation.
Related features
Features that work alongside import bank feed transactions.
Open banking sync
List the bank accounts a client has consented to share and sync their transactions, with progress shown as it runs.
VideoTransaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Overnight bank refresh
Accounts with automatic import are synced and imported once a day overnight, so bank lines are waiting each morning.
Cross-source duplicate detection
Catch the same bank line arriving from two sources, such as a feed and a statement, and stop two imports from running at once.
Client 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.