MYLEDGERBank feeds & open banking
Overnight bank refresh
Accounts with automatic import are synced and imported once a day overnight, so bank lines are waiting each morning.
The problem it solves
Remembering to sync every client's bank feed is impossible at scale.
How it works
- Turn on automatic import for an account.
- MYLEDGER syncs and imports overnight.
- Start the day with current bank lines.
What your practice gets
- Bank lines waiting each morning.
- No manual syncing.
- Duplicates skipped.
Questions accountants ask
When does it run?
Once a day, overnight.
Which accounts are included?
Accounts with automatic import turned on.
Can I still sync manually?
Yes.
Related features
Features that work alongside overnight bank refresh.
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.
Import bank feed transactions
Import synced bank transactions into the client's ledger, skipping ones already imported.
VideoConsent expiry clean-up
Data from revoked or expired bank data consents is purged automatically.
Open banking sync
List the bank accounts a client has consented to share and sync their transactions, with progress shown as it runs.
VideoClient bank data consent
Send the client a consent link or email so they can authorise bank data sharing themselves.
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.
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.