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.
By connecting your bank, you create an automated bank feed. This enables data to instantly pull through from your bank account(s) to Sage Accounting. This data is automatically matched to your invoices, payments, and purchases. Save time, improve data accuracy, and import historical data.
Whether you're banking with Barclays, HSBC, Lloyds, NatWest or another bank, you can connect your bank to Sage Accounting to automatically capture, categorise, and reconcile transactions.
If you’re banking online then you can easily and securely make a connection between your bank and Sage Accounting – this is called a bank feed. Transactions will automatically import into Sage Accounting, doing all of your regular manual admin for you.
When you’ve connected to 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 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: