Connect your bank AgenterBooks

Connect your bank to AgenterBooks and set up bank feeds. Transactions flow securely straight into AgenterBooks each business day.

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Automatic bank feeds

Bank transactions flow securely into AgenterBooks.

Stay on top of business

Keep track of money arriving in and going out.

Keep your data secure

Obtain a secure and reliable bank connection.

Automatic bank feeds

Connect your bank to AgenterBooks to obtain automatic bank feeds. Transactions flow directly into AgenterBooks each business day – no more manual uploads.

  • Set up feeds from multiple banks
  • Obtain feeds from any number of bank accounts
  • Import up to 12 months of historical data when you associate

Stay on top of business

Everyday bank feeds let you reconcile day by day so the accounts give an accurate up-to-date image of your business finances.

  • View a summary of the money arriving in and going out on the dashboard
  • Categorize transactions on each day so a backlog doesn’t pile up

Keep your data secure

Your bank transactions are imported through a secure connection between AgenterBooks and the bank

  • Bank feeds are automatic and reliable
  • All data sent from the bank to AgenterBooks is encrypted, so only AgenterBooks can open it

More about bank connections

AgenterBooks has direct bank feeds to a range of banks and financial institutions.
See which banks connect to AgenterBooks
Connect your bank to automatically import transactions. You need to be registered for online banking to make the connection between your bank accounts and AgenterBooks. Once connected, your transactions start importing regularly.
How to connect your bank
Set up a direct feed from Stripe, TransferWise or PayPal to automatically import your most recent transactions into AgenterBooks.
Find out more about bank accounts and feeds
With daily bank feeds you can reconcile your bank transactions regularly so you know where your business stands. Categorise each transaction in AgenterBooks or simply confirm what AgenterBooks suggests.
More about bank reconciliation in AgenterBooks

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