MYLEDGERBank feeds & open banking
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.
The problem it solves
Shared accounts are only useful once they are mapped to the right client and ledger account.
How it works
- See the shared bank accounts.
- Assign each to a client and ledger account.
- Turn on automatic import.
What your practice gets
- Accounts mapped correctly.
- Bulk assignment.
- Hands-off import.
Questions accountants ask
Can I assign many accounts at once?
Yes.
What does auto-import do?
Imports new transactions daily.
Can I change an assignment?
Yes.
Related features
Features that work alongside open banking account assignment.
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.
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.
Bank feed freshness
See when bank data was last refreshed, with a clear badge when it is stale.
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.
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.