Say hello to Bank Statement Extraction, our newest and long-awaited feature.
It’s now available for our Streamline and Optimize partners!
Sorting out your clients’ bank reconciliation can be hugely time consuming, especially if that client comes to you with months of clean up work. With Bank Statement Extraction, you can benefit from a brand new feature designed to help you eliminate even more data entry.
Now, you no longer have to spend hours keying data into a spreadsheet from bank statements. Instead, an in-app integration allows you to drag and drop clients’ statements securely into the Receipt Bank app. Access the bank data you need with just a few clicks.
DATA AT YOUR FINGERTIPS
This powerful new feature transforms your clients’ statements into actionable data in just a few clicks by extracting individual lines and generating a .csv file, ready for import into your clients’ accounting software. The original bank statement and extracted .csv file are safely stored in Receipt Bank so you can access them anytime, anywhere. Closing out the month on time just became easier than ever!
TIME SAVING YOU CAN BANK ON
Bank Statement Extraction will save you time and increase data accuracy, giving you the opportunity to add additional value and set yourself apart from your competition.
Want to find out more about how to use Bank Statement Extraction in your practice? Request a call with your Account Manager today, and take your efficiency to the next level. Book a call