Please visit our COVID-19 Resources page for useful payroll and reference information. During this time, when many companies are forced to telework, AccountEdge Hosted may be a good option. Host your company file to be accessed remotely from any device, for as long as you need. You can go back to your regular setup when you no longer need remote accessibility. If you’d like to discuss that or any other teleworking solution with a product specialist, please call 800.322.6962. Be safe.

AccountEdge Bank Feeds

Sync banking and credit card transactions into AccountEdge.

Sign Up — $5 /month*
bank feeds image
secure plaid bank link screenshot

Fast, convenient, seamless

Connect your bank and credit card accounts to download transactions for quick reconciliation.

Sync PayPal transactions into AccountEdge.

Step 1

Select your bank and credit card providers from a list of over 12,000 supported financial institutions.

Step 2

Provide log in credentials.

Step 3

Download your transactions.

Step 4

Repeat whenever you have new transactions.

Save Time

  • Transactions are automatically downloaded into AccountEdge’s Bank Statement window where your existing rules can be applied to simplify account reconciliation.
  • No more manually downloading and importing a monthly bank or credit card statement.
  • All your transactions are synced at one time, no need to get separate statements from each provider.
accountedge plaid bank link screenshot

AccountEdge Bank Feeds Pricing

  • $5/mo
  • Download transactions
  • Quickly reconcile
  • Unlimited connections
  • Cancel anytime
  • AccountEdge Pro 2020 required

Bank Feeds

Select your bank and credit card providers, sync your transactions and easily reconcile your account.

Frequently Asked Questions

Do I still need to download my bank and credit card statements?

No, AccountEdge bank feeds will automatically sync your bank or credit card transactions with the Import Bank Statement window in AccountEdge. You no longer need to manually download and import your monthly statements into AccountEdge - ever.

How many financial institutions can AccountEdge connect to?

You are able to connect AccountEdge to over 12,000 financial institutions.

What about VISA and AMEX?

Yes, AccountEdge can connect to most of the credit card issuers in the USA and Canada.

Can I connect to more than one financial institution with a single bank feed subscription?

Yes.

How many general ledger accounts can I connect to a single bank account?

A bank feed can be connected to just one general ledger account in your AccountEdge company file.

I’ve never heard of your technology partner, Plaid. Who else integrates with Plaid for bank feeds?

Many other popular financial apps have partnered with Plaid to enable automated download of banking and credit card transactions. Recently, Microsoft announced an Office 365 template pack powered by Plaid to enable users to download transactions into Excel. Venmo and American Express are also technology partners with Plaid. We’re in good company.

Does this help me process banking transactions?

No. AccountEdge bank feeds are a one-way sync, bringing banking and credit card transactions into AccountEdge. Nothing is sent to your bank or credit card company and no transactions are processed.

What if I have multiple banking/checking accounts at the same bank?

No problem - upon your initial connection to your bank, you can decide which banking accounts to connect to which general ledger account.

Where can I learn more about Plaid’s security?

You can read more about Plaid's security on their seucity page.

How much does AccountEdge Bank Feeds cost?

AccountEdge Bank Feeds are available for a $5 monthly subscription. You can cancel at any time.