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Bank Reconciliation Made Easy

How long does it take you to reconcile with your bank?  Better yet, check or adjust for any discrepancies between bank your statements and present accounting records.   This process can often exhaust a lot time and manual effort balancing between your bank and accounting systems.  With Accounting Seed, manual transactions entries between your bank and back office system are thing of the past.  Through our latest integration to Envestnet | Yodlee, the Accounting Seed Financial Suite now provides customers on Salesforce a direct connection to many of the largest banks and credit card providers.

There are several exciting benefits our Bank Direct Connect feature adds to your accounting processes:

  • Access to More Than 14,500 Banks and Credit Card Companies
  • Real-time Import of Your Bank and Credit Card Transactions
  • Automation of Bank Entries and Reconciliation

Contact Us for more information about the Bank Direct Connect feature or to get started on Accounting Seed.

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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