Connect your financial institution accounts to Acumatica and automatically import transactions in real-time. Eliminate the need to manually download and import QBO, OFX, or CSV files. Supports secure connections and multi-factor authentication through Plaid.

Selectively choose accounts from each financial institution and map them to the corresponding cash accountsin Acumatica.

Automatically build and append bank statements in real-time as transactions are imported. Selectively choose the statement start day so imported statements match the official statements from your financial institution.

Link corporate credit cards to the corresponding Corporate Credit Card accounts in Acumatica. Supports cards that have both individual and consolidated statements.

Optionally choose to create expense receipts for pending transactions, eliminating the need to wait for a transaction to post before attaching a receipt.Pending transactions automatically convert to posted transactions and information is updated when the transaction posts.

Link credit card categories to Expense Items and GL accounts using customizable matching rules. Expense receipts are automatically created for corporate card purchases and assigned to the correct employee. Simplify expense management by automatically entering data for employees, producing more accurate and timely expense reports. Employees can easily attach photos of receipts to automatically generated expense receipts using the Acumatica mobile app or web interface.

Expense receipts automatically match to imported bank transactions for corporate credit card transactions and are assigned to the correct GL account.

Customize your bank feed imports by editing pre-configured import scenarios if needed.

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Control how and when transactions are imported.

No additional subscription necessary.  The Plaid subscription is included with your AcuSync Bank Feeds package.