Bank Feeds

Bank feeds help you maintain accurate, up-to-date cash balances, and provide the ability to review and clear transactions daily in preparation for reconciliation.

When bank feeds are enabled, you can connect the online bank accounts of your financial institutions to your Financial Edge NXT bank accounts. Once you link accounts, you can automatically download and match transactions from your online bank accounts to transactions within Financial Edge NXT.

We partner with Yodlee, a third-party financial aggregator, to ensure secure online account information and easy reconciliation, quick access to transactions and their statuses, and up-to-date bank account balances in Financial Edge NXT.

Warning: Mac Safari users must have a specific privacy setting selected to access Yodlee. If you are using Mac Safari, please access the Privacy tab, and select Always allow, under Cookies and website data.