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Ghosts on the ledger
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Bank Feeds powered by Yodlee
The Accounting CS Bank Feeds feature, powered by Yodlee enables you to import bank transactions directly from a client’s financial account (such as a checking account, savings account, other bank account, or credit card account) into Accounting CS. This can save time and increase productivity during data entry and bank account reconciliation, and it gives you real time access to the transactional data that impacts your client’s financial accounts. Each client can link an unlimited number of financial accounts to Accounting CS for Bank Feeds.
Service fees may apply when you use the Bank Feeds feature for your clients:
- For clients who use Accounting CS Client Access: There are no additional fees for you to use the Bank Feeds feature for their accounts.
- For clients who don't use Accounting CS Client Access: We’ll waive the fee for the 1st 3 clients you enroll. After you have enrolled 3 clients, there is a monthly fee for each client for whom you use the Bank Feeds feature.
important
Before you can begin using bank feeds for your client, you need to have a method of payment on file designated for
Web Services
.Before setting up bank feeds
We've created a Bank Feeds Site Search where you can make sure your institution is available for bank feeds.
This article applies to:
- PRODUCT: Accounting CS
- Subject: Bank reconciliation
Related Content
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Import bank statements for reconciliation
Format:
Article,
3 min read