Skip to main content
Live 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 the books stay current without anyone touching them. Every plan includes unlimited live bank feeds, so connect as many accounts as the client has.

​
Connecting a bank feed

1

Open the Banks tab

After adding a client, Ezyiah takes you to their Banks tab automatically. If you are returning to an existing client, select them from the sidebar and click Banks.
2

Start the connection

Click Connect Live Bank Feeds. This opens the Connect Bank Feed dialog.
3

Send the request

Enter your client’s email address and click Send Email. Ezyiah sends a secure request directly to your client, who reviews and approves access through their own bank. You are notified as soon as the connection completes.
You do not need to be present when your client approves. The connection happens on their end, and the bank account appears in Ezyiah automatically once approved.
4

Review the connected accounts

Once approved, the account appears in the Banks tab with a Live badge showing the account number, transaction count, and last sync time. Each account also shows the current Ezyiah balance against the bank’s balance, so you can see at a glance whether anything is out of sync.

​
Fetching previous transactions

A new live feed only pulls transactions from today onward by default. To bring in the client’s history, open the connected account and fetch it.
1

Open the account

Click into any connected bank account. The Fetch Previous Data dialog opens automatically.
2

Choose how far back to go

Select a period from the dropdown:
  • Live Forward (from today)
  • 1 month back
  • 3 months back
  • 6 months back
  • 12 months back
  • 24 months back
  • Custom Date
Click Fetch.
3

Let reconciliation run

Ezyiah imports every transaction for the selected period and starts reconciling immediately. You can watch progress in the Ezyiah Assistant panel, which shows the reconciliation in progress and then confirms completion with the number of transactions reconciled.

​
What happens next

Ezyiah reconciles every new transaction automatically from this point forward, applying GST treatment and matching each one against the chart of accounts. Anything Ezyiah cannot confidently categorise is flagged for your review, and everything else is handled without your team touching it. Your BAS, P&L, TPAR, Depreciation Schedule, and Transactions Report are generated automatically from the reconciled data, ready to review in Chart of Accounts.