Banking

Manage money in and out in as much detail as you want to track. With integrated bank feeds and auto-match, reconciling your accounts is a breeze.

Bank Register

Easily create spend and receive money transactions, record sales and purchases, receive payments, pay bills, and view all your banking transactions in one screen.

Bank Feeds Integration

Connect your banking and credit card accounts to sync transactions powered by Plaid for $5/month.

Receive Money Transactions

Record transaction without having to creating a sales invoice, like a rebate or donation.

Spend Money Transactions

Record checks or make electronic payments for expenses and bills without creating a purchase order.

Why AccountEdge?

Managing your cash flow probably keeps you up at night. AccountEdge will keep track of money in and money out, connect to your bank for faster reconciliation, and provide reports to help you make better decisions.

Bank Statements

Bank Statements

Use our integrated Bank Feeds service or download and import your banking and credit card statements into AccountEdge.

Prepare Bank Deposits

Prepare Bank Deposits

Track and transfer undeposited funds to the appropriate bank account, record adjustments, and track cash back.

Reports

Reports

Customize and view reports based on checks, deposits, transaction journals, and recurring transactions.

Customize Forms

Customize your checks, payment notifications, and credit card receipts.

Print Checks

Print your recorded checks using your office printer. Use AccountEdge Checks and Forms or customize your own.

Transfer Money

Transfer funds between accounts on a one-time basis or as recurring transfers.