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Businessperson using Accounting Seed’s bank reconciliation system

Accounting Core

Banking

Everything you need to automatically download transactions and reconcile your bank account.

How does Accounting Seed bank reconciliation work?

Our bank reconciliation feature streamlines your reconciliation processes by automatically connecting to your bank, downloading transactions, and matching these to ledger transactions—creating new ledger transactions when necessary. This Bank Direct Connect feature ensures your financial records are up-to-date. With Accounting Seed, bank reconciliation is streamlined, accurate, and efficient.

Preview of the Accounting Seed software dashboard after connecting to a bank using the Bank Direct Connect tool

Benefits of using bank-connected accounting software

Automate your banking processes

With the Bank Direct Connect tool in the Accounting Seed software, you can automatically connect to your bank to download and match bank transactions to ledger transactions as well as create new transactions in your ledger where needed.

Easily reconcile batch deposits

Bank reconciliation accounting software allows you to simplify the reconciliation of batch deposits by creating a bank deposit record and associating all cash receipts to it in that batch.

All the accounting banking features you need, including:

✔️ Connection to thousands of banks and credit card companies through Bank Direct Connect to easily batch import/match transactions

✔️ Automated matching of ledger transactions to bank transactions

✔️ Automatic creation of source transactions when ledger transactions do not exist 

✔️ Bank reconciliation with audit reports

✔️ Support for importing foreign bank transactions

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We run our whole company on Accounting Seed

“Accounting Seed and Salesforce run our whole company end to end. The platform is easy to adjust to our specific needs. We have become a far more efficient company. The seamless integration allows our team to focus more on selling and less on paperwork, which is a huge win for us.”

Stephen Allred

See why 60,000+ daily users trust Accounting Seed

“I was thrilled when I came across Accounting Seed being that it is native to Salesforce and I could take what we were doing manually on Excel documents and connect that to Salesforce through Accounting Seed.”

David Jacoby
President & Founder, Hostfully

 

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Super user friendly!

"The best part for me is the ease of use. Almost anything can be reversed in the event of a mistake, making it easier to track transactions. The fact that the system can also track who updated an item and when, is just great for accountability!"

Yarelis Rodriquez

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See why 60,000+ daily users trust Accounting Seed

"Because we were able to automate our billing process and the payment processing, we were able to significantly shorten our time to cash."

Ellen Fortas
CFO, LB Technology

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Nice having everything in one place

“The integration was easy. Their team guided us through everything, including the mapping from our previous accounting software. It's nice not having to go back and forth between multiple systems anymore. Highly recommend.”

Brian Bartos

See why 60,000+ daily users trust Accounting Seed

“We spent a lot of time looking for an accounting solution, and Accounting Seed met all of our expectations. The app is very easy to customize, and we were able to get exactly what we wanted.”

Emily Tam
Director of IT & Infrastructure, Borrego Solar

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Seamless integration with Salesforce

"We have been an Accounting Seed user for over 5 years. Works great within Salesforce. Upgrades from Accounting Seed have been very good over the years. I would recommend to anyone looking for a GL within Salesforce."

Jeff Boose

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See why 60,000+ daily users trust Accounting Seed

"We’re huge Accounting Seed fans, it’s a really cool platform. One of the things I love Accounting Seed for is the native accounting in Salesforce. It makes me never question or doubt the matching of our sales forecast and our revenue. I love being able to know the data that’s being shown to the salespeople is real and it’s accurate."

Craig Dunlap
Founder & CEO, Delegate CX

See why 60,000+ daily users trust Accounting Seed

“We integrated our business, reduced redundancy, and boosted company efficiency with Accounting Seed. Why did we wait so long?”

Chris LoVerde
Financial Controller, King-Devick Technologies, Inc.

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See why 60,000+ daily users trust Accounting Seed

"I can create customizable reports that my owners want to see. No longer am I exporting to Excel and spending hours reformatting everything. That’s all been eliminated. And the elimination of errors and inconsistencies makes a huge difference for an accountant like me."

JeaNae Remala
Controller, LionHeart Critical Power Specialists

See Accounting Seed in action

Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.

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