Data comes to you
Connect a Bank Feed or an app to automate the collection of bank transactions, statements, receipts, and more.
Let statements come to you
No more chasing clients for statements every month. Bank statements automatically import into QuickBooks Online and attach to the bank reconciliation.
As you track bills and reconcile transactions more, the system will recognize recurring items, saving you even more time
Connect to your client’s bank accounts to automatically download bank and credit card transactions nightly.
Then, you can set up rules in QuickBooks for exactly how transactions are treated, and the system will categorize them for you.
Connect Bank Feeds from inside the product.
Set a schedule to pull statements from banks and credit unions with Bank Fetching. Upload accounting docs in a variety of ways to create a bill, invoice, or expense in QuickBooks Online.
Scan, snap or email a copy of the bill, invoice, expense, receipt, or document to AutoEntry where it extracts the data and inputs the transaction directly into QuickBooks Online. .
This payment platform makes it easy for businesses to send and collect payments for their payables and receivables. Plooto sends the bills & records the transaction in QuickBooks.