Reconciling financial accounts can consume hours when accounting teams must download statements, import files and compare every transaction manually. The process becomes even more difficult when a business manages multiple bank accounts, corporate credit cards or financial institutions.
Automated bank and credit card feeds in Acumatica Cloud ERP bring transaction activity directly into the system. Finance teams can review imported transactions, match them with existing records and create new entries without relying on separate spreadsheets or repeated file uploads.
Watch the video to see how automated feeds can simplify transaction processing and account reconciliation in Acumatica.
Acumatica can connect with supported financial institutions to retrieve activity from different types of accounts. Businesses can establish individual import schedules based on how frequently each account should be updated.
Automated feeds may support:
This gives accounting teams a more current view of financial activity without requiring employees to log in to every institution and download transactions separately.
Once transactions enter Acumatica, the system can use matching rules and available transaction details to connect bank activity with existing payments, deposits or other financial records.
Transactions that match established criteria can be processed more quickly, while exceptions remain available for review. Accounting teams can confirm the suggested match, create a missing transaction or investigate activity that requires additional attention.
Customizable business rules can also help assign information and improve matching consistency. Over time, this creates a more structured reconciliation process with less manual comparison.
More frequent transaction imports give finance teams a clearer view of cash activity throughout the month. Instead of waiting until the end of the reporting period, employees can identify unmatched transactions, unexpected charges or missing entries earlier.
Dashboards and reports can highlight items that still require attention, helping teams focus on exceptions rather than reviewing every transaction from the beginning.
Watch the video above to see automated bank and credit card feeds in action, then talk with 3Value about simplifying reconciliation and improving cash visibility in Acumatica Cloud ERP.