Bank Feed
Setup a bank feed to import your bank transactions directly into Yodah, saving you loads of time on your Bank Recs!
- Our Bank Feed feature works with most UK banks including Natwest, HSBC, Santander, Barclays, RBS, YBS, Lloyds, Starling, Monzo, Tide, Revolut and more...
- Receive notifications via email and Slack when new transactions have been imported and are ready for review
- Yodah automatically matches payments to existing transactions, or helps you quickly and easily create new ones so your account is always up to date
- Your bank reconciliation is automatically verified for you, saving you lots of time
- Leave notes for later review on transactions that you are not sure about
Connect
Link your Bank
Our bank feed works with most major UK banks.
You can have multiple feeds from multiple banks ensuring that there is no more manual adding of transactions.
Once you've setup your bank feed, new transactions automatically appear in Yodah for you to allocate against invoices and other transactions.
BENEFITS
Save time doing your bank reconciliation.
Less errors due to data coming directly from your bank account.
Process orders faster with automation and notifications to sales and ops teams as soon as a customer has paid.
Easily keep your accounts up to data on a daily basis with notifications, auto-matching and auto-verification for all new transactions.
Fully encrypted, keeping your data safe.
Notifications
Stay up to date
You can setup Yodah to send you notifications whenever you have new bank transactions, keeping your financial records always up to date.
As well as receiving notifications when logged into Yodah, you can also set up email and Slack notifications, so that you never miss a transaction.
automate
Auto matching
When your bank feed has a new transaction, Yodah will automatically search your bank transactions to see if it can find a match.
If no match can be found Yodah will help you create a new transaction, by looking up the transaction details and matching it to your Customer and Supplier records, helping you save time.
If Yodah can't find a suggestion, simply enter the correct transaction and Yodah will remember this for next time.
automation
Auto verification
The aim of the bank feed is to help you save time with your bank reconciliation.
Since transactions are being created directly from your bank account, Yodah automatically verifies them, saving you lots of time.
Collaborate
Got a question
If you're not sure about a transaction on your feed, you can leave a note to later review it with a colleague.
Want to find out more?
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