Get statement data into the software you already use
Two live connections, Xero and QuickBooks Online, both read-only. For everything else, an import file your software already understands, checked to balance before you download it.
Connections and import guides
QuickBooks Online
Connect with Intuit sign-in, then import a QBO, OFX or QuickBooks CSV file under Bank transactions.
Learn morearrow_forwardXero
Connect your organisation, then import statement lines you reconcile in Xero as normal.
Learn morearrow_forwardZoho Books
A clean CSV for Zoho's statement import. No account connection needed.
Learn morearrow_forwardOther software
No connection needed. Download the file and import it.
Why the connections are read-only
Both Xero and QuickBooks let apps write transactions straight into your books. We could do that, and we chose not to. Pushed transactions arrive already coded to an account, which means guessing the account and skipping the step where a bookkeeper checks each line against the bank.
An imported statement file lands as lines to reconcile, the way both products are designed to work. Our job is to make sure that file is complete and adds up before it gets there.
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