Bank Syncs

Sync balances and transactions from all banks in real time for accurate visibility.

Used by:

CFO

Controller

Relevant for

Maintain Always-Accurate Cash Visibility

Real-time synchronization ensures balances and transactions are continuously up to date, eliminating guesswork and stale financial data.

Reduce Manual Data Collection

Automated bank connections remove the need to download statements or reconcile spreadsheets, saving time and reducing operational burden.

Improve Monitoring and Decision-Making

Timely updates on cash movements enable teams to spot trends, react to issues, and make informed liquidity decisions without delays.

Bank Syncs create secure, real-time connections to financial institutions, automatically pulling balances and transactions into one platform for accurate cash visibility, easier reconciliation, and confident decision-making.

Secure bank integrations auto update balances and transactions continuously

Real time data refresh for accurate cash positions and account activity

Displays sync status, connection health, and last update times

How teams use this feature

Sync balances and transactions from all banks in real time for accurate visibility.

Daily Cash Positioning

Treasury teams rely on real-time synced balances each morning to understand total liquidity instantly—without logging into multiple bank portals or compiling data manually.

Continuous Reconciliation

With transactions flowing in automatically, accounting teams can match bank activity to books throughout the month, reducing month-end workload and improving accuracy

Monitoring High-Activity Accounts

Real-time syncs help teams stay on top of frequent inflows and outflows—such as payroll, revenue collections, or operating accounts—so they can respond quickly to unusual activity.