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bokio

Make managing your clients simple with our time-saving software.

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How bank feeds make your job easier

25th May 2022
Brought to you by
bokio

Make managing your clients simple with our time-saving software.

Share this content

Bookkeeping using bank feeds is an effective way to save time when using online accounting software. 

Bank feeds automatically import bank transactions into accounting software using an open banking connection. 

Never miss a transaction

By automatically importing all bank transactions, you get an accurate overview of your client’s finances without having to wait for bank statements, invoices or other materials. 

If you’re doing your client’s day-to-day bookkeeping on a regular basis bank feeds are a great tool to use. You’ll have up to date reporting and the information you need to offer advisory services. 

Know which materials you need

Depending on your relationship with your client, you may need materials on an ongoing basis, or only around tax submission deadlines.

Bank feeds let you know which materials you need if you need to chase up anything that’s missing. In Bokio accounting software, you can easily attach materials to transactions to keep the right accounting records.

Save time with automation

Extra automated features, like matching transactions and recording multiple transactions at once make bank feeds an efficient way to do bookkeeping.

Automated matching means you won’t record any duplicate transactions. This is an especially useful tool if you’re sharing accounting software with your client. 

Recording multiple similar transactions in bulk saves you time, and in Bokio you can create bank rules which automates which account the transactions are recorded with, making the process even faster!

Make tax submission simple

If you’ve been asked to submit a tax return for a new client, you can import past transactions to make the bookkeeping easier.

Integrated features

Bank feeds in Bokio are best used with integrated features that help your clients share even more information with you. A receipt capture app means your clients can upload receipts on the go, which you can easily attach. Meanwhile, integrated invoicing will give your clients a great tool to get paid, while you have everything you need to help keep the right accounting records.

About Bokio accounting software

Bokio accounting software offers bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with micro clients, like small businesses, sole traders and freelancers. Features like bank feeds, bookkeeping templates and automated reporting make it easy to collaborate with your clients.

Bokio helps you save time by using automation, so you can focus on offering high value advisory services.