Using online banking for your business? It’s fast and easy to set up a connection and automatically import transactions into Sage Accounting. Save time, stay secure, and say goodbye to admin.
Whether your bank is RBC, TD Canada Trust, Scotiabank or another bank, you can connect it to Sage Accounting and automatically capture, categorize, and reconcile transactions.
Always know when you’ve been paid, track spending, and get full visibility of your cash flow with simple dashboards.
By sharing data using a bank feed, you can be confident that it’s shared with Sage through a secure connection. We’ll help you grant access with your bank and then you’ll be ready to go.
Sage Accounting intelligently learns from your category selections and automatically populates and routes transactions in Sage Accounting.
Set up new bank accounts for the countries you trade in to boss business in every currency. See how exchange rates affect your cash flow. And make or receive payments in multiple countries – all with Sage Accounting Plus.
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* Get 75% off for 6 months, or try free for 30 days, then $19/$43/$62 +tax/mo (tier depending). Offer valid for new customers only on monthly subscriptions of Sage Business Cloud Accounting. After the promotional period, the monthly subscription rate will renew at the then current rate. May not be combined with any other offers or discounts. To ensure continuous service your subscription plan is an automatically renewing plan. Subsequent months will automatically be billed to the same credit card each month on your anniversary date of purchase. You may terminate the plan at any time prior to your renewal data and not be charged for the renewal.
** Not all Accounting features available on the mobile app. Mobile devices sold separately and a data plan is required. Data access is subject to cellular provider network availability and occasional downtime due to system maintenance.
If you’re using online banking then you can easily and securely make a connection between your bank and Sage Accounting – this is called a bank feed. Transactions will be automatically imported into Sage Accounting, doing all of your regular manual admin for you.
When you’ve connected your bank feed, you can begin bank reconciliation.
Start set up: Sign into Sage Accounting and select the option to connect your bank account to a data feed.
By using bank feeds you can:
Yes. Your bank feed is shared with Sage Accounting through a secure connection. All you have to do to get started is grant access with your bank and confirm every three months that you’re still happy to share data with us.
Sage Accounting connects directly to hundreds of banks. And we can help you to get set up.
Direct bank feeds:
Open bank feeds:
Bank reconciliation is the process of comparing your business financial records with transactions on business bank statements to make sure they match. It helps you:
"I can easily access my accounts and I know what’s going on. I can check whether a customer has actually paid me because it’s connected to my bank account."
Janice B. Gordon
Founder, Scale Your Sales
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