Add live bank feeds, connect manual bank accounts, and manage all your client banking connections in one place.
Connecting Live Bank FeedsLive Bank Feeds connect directly to your client's bank account and pull transactions automatically every day. Once connected, Ezyiah reconciles every new transaction in the background so your books stay current without anyone tou ...
Adding a Manual Bank AccountA manual bank account lets you upload PDF or CSV bank statements directly into Ezyiah. Use this when a live bank feed is not yet connected, when you have historical statements to process, or when a client prefers not to connect ...
Once your client's live bank feeds are connected, you can disconnect, delete, or reconnect them at any time from the Banks tab.Disconnecting a Live Bank FeedDisconnecting a bank feed pauses the live sync without deleting the bank account or its transactio ...
Under the Consumer Data Right (CDR) Open Banking, some banks require businesses and other non-individual account holders (such as trusts) to appoint a Nominated Representative before they can share data.A Nominated Representative (also called a delegate) ...