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Access Bank Feeds

Access Bank Feeds integrates seamlessly with Access Ledger, making it an ideal choice to use for those clients who don‘t use or require accounting software.

An integrated Access Ledger module

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Streamline compliance workflows

Eliminates the need to chase clients for bank statements and data files to complete work.

Secure access

Clients securely share data with you in a digital way without the need to paper forms.

All major banks

Access all major banks and account types with up to 2 years of data available as you onboard new clients.

Bank Feeds for accountants

Bank Feeds is a secure service that streams banking transactions data directly from a client’s bank account directly into Access Ledger eliminating the need for costly, manual data entry.

Access Bank Feeds is an optional add-on for Access Ledger.

Learn more about Access Ledger

Access Bank Feeds Features

Perfect for clients that don’t use accounting software

Many small businesses or entities such as family trusts have no need for accounting software. Access Bank Feeds makes it easy to collect transactions from client bank accounts ready for you to code up and run financial reporting in Access Ledger.

Connect to all major banks

Access hundreds of banks and other financial institutions in Australia and New Zealand. With just a few easy steps, you can connect your client’s bank accounts and start securely receiving transactions into Access Ledger ready to produce their accounts.

No more paper bank authority forms

Gain access to client bank accounts without paper authority forms or having to share online banking passwords.

Digital client onboarding and ongoing consent

We take care of client onboarding and maintain ongoing consent for accessing client data through the Bank Feeds solution via our technology partners, providing your clients with peace of mind.

Technology Partners

Access Bank Feeds is built using Open Banking in Australia, meaning your clients will have peace of mind, knowing they have control over who has access to their data. Our partner providing Open Banking services as a Data Recipient in Australia is Basiq Pty Limited.

Open Banking is managed via the Consumer Data Right legislation, to learn more about Open Banking read the definitive guide to Open Banking here.

Our partner providing account connectivity to client banking data in New Zealand is Akahu, giving your clients control of who has access to their data and making it easier for you to provide services to them.

* New Zealand Bank Feeds will be available in a future release.

Find out more about Access Bank Feeds

Run your entire practice with best-in-class powerful tax, compliance and practice management software to help optimise compliance workflows and advance every aspect of your accounting practice.

Our solutions offer powerful, automated workflows, out of the box dashboards and easily customised reporting, enhancing productivity and providing you with instant access to data-driven insights.