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Connect your bank feeds and make administration a breeze

Using online banking for your business? It’s fast and easy to set up a connection to automatically import transactions into Sage Accounting. Save time, stay secure and say goodbye to administrative tasks.

Take control of your business with Sage bank feeds

Save Time

By connecting your bank account, you create an automated bank feed. This enables data to instantly be transmitted from your bank account(s) into Sage Accounting. This data is automatically matched to your invoices, payments and purchases. Save time, improve data accuracy and import historical data.

Connect to your bank account

Whether you're using online banking with Wells Fargo, American Express, Bank of America, Citibank or another bank, you can connect your bank to Sage Accounting in order to automatically capture, categorize and reconcile transactions.

Be confident in your numbers

Always know when you’ve been paid, track spending and get full visibility of your cash flow with simple dashboards.

Keep your data secure

By sharing data using a bank feed, you can be confident that it is shared with Sage Accounting via a secure connection. We’ll help you grant access to your bank account(s) and then you'll be ready to go.

Get software that learns with you

Sage Accounting intelligently learns from your category selections and automatically populates and routes transactions in Sage Accounting.

Manage global accounts

Set up new bank accounts for the countries you trade in to master 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.

Accounting software plans and pricing

Sage Business Cloud Accounting Start

Sage Accounting Start

Entry-level accounting software. Ideal for self-employed and micro-businesses.
$10 /month

Entry-level accounting software. Ideal for self-employed and micro-businesses. 

  • Create and send invoices
  • Track what you're owed
  • Automatic bank reconciliation
Most popular
Sage Accounting

Sage Accounting

Powerful cloud accounting software for small businesses.
70% off for 6 months
$25
$7.50 /month
You save $105.00

Powerful cloud accounting software for small businesses. Includes everything from Sage Accounting Start, plus: 

FAQ

If you’re using online banking, then you can easily and securely connect your bank to Sage Accounting – this is called a bank feed. Transactions will be automatically imported into Sage Accounting – and all while performing your normal, manual administrative tasks.

When you've connected your bank feed, you can then begin bank reconciliation.

More on bank reconciliation

Start set up: Sign into Sage Accounting and select the option to connect your bank account to a data feed.

  1. Choose your bank: Select your bank from the list and enter your account details
  2. Give authorization: Let your bank know that you authorize sending data to Sage Accounting.
  3. Activate the feed: Once activated, your bank transactions will flow into your accounts.
  4. Set up rules: Use custom rules to categorize transactions.
  5. Start reconciliation: New transactions will be automatically categorized and allocated.

By using bank feeds you can:

  • Save time with an automated process that pulls data from your bank to Sage Accounting
  • Take control of your cash flow with better data visibility
  • Have confidence that your data is safe and shared via a secure connection
  • Use up-to-date reports to stay on top of your cash
  • Use bank reconciliation to further automate administrative tasks

Yes. Your bank feed is shared with Sage Accounting through a secure connection. All you need to get started is to allow access to your bank account and re-confirm that you allow to share data with us every 90 days.

Sage Accounting connects directly to hundreds of banks. And we can help you to get set up.

See the full list of banks

Direct bank feeds:

  • Where we have an agreement with your bank or financial institution to connect in a specified way
  • Usually requires you to complete an authorization form
  • The authorization process may take 3-10 business days from receipt of the form before the connection is set up
  • Once this is set up, there is no need to re-authorize your connection
  • Transactions are usually sent to Sage Accounting on a daily basis

Open bank feeds:

  • Usually requires you log in to your online bank account as part of the connection process
  • You'll need to know your online bank account details, including your username and password
  • Re-authorize your account every 90 days
  • Your bank feed is usually set up and connected within 30 minutes

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:

  • Save time with an automated process
  • Control cash with a secure view of all of your transactions in one place
  • Improve accuracy and detect fraudulent activity

Discover more about bank reconciliation

Banks that connect to Sage Accounting software

Sage Accounting connects to hundreds of banks including Chase, Bank of America, Wells Fargo, American Express, Citibank and U.S. Bank.

"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

Save time with bank feeds

Save up to eight hours reconciling bank transactions

Reduce manual data entry by up to 80%

80% of Sage customers find reconciliation easy

Ready to get started?

Find the Sage Accounting package that's right for you and start enjoying the benefits today.

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