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Bank Feed Providers

Bank feed providers are financial institutions or data aggregators who support the Financial Data Exchange (FDX) standard. By setting up bank feed providers, you can enable automatic bank feeds for your bank accounts.

Getting Started

To access the Bank Feed Providers screen, go to the Settings tab, then click Bank Feed Providers.

Settings
Bank Feed Providers

To add a new bank feed provider, click the New Bank Feed Provider button.

Bank Feed ProvidersNew Bank Feed Provider

Connecting Bank Accounts

Once you have at least one bank feed provider defined, go to the Bank & Cash Accounts tab and click on the View button for the bank account you wish to connect to a bank feed provider.

Connect to Bank Feed Provider

Retrieving Transactions

Once you have at least one bank account connected to a bank feed provider, under the Bank & Cash Accounts tab at the bottom, you will see a new button named Check for New Transactions.

Check for New Transactions

Clicking this button will connect to the bank feed provider for each bank account and attempt to retrieve the latest transactions.

Regional Information

If you are in Australia, Manager.io has partnered with Basiq.io to offer free bank feeds to Australian businesses. Go to https://basiq.manager.io for more information.