Easily keep up-to-date by accurately recording the money coming in and out of your bank account

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Bank Statement Import

Import your electronic bank statement to quickly process and generate new transactions.

Bank statement import

PayPal Feed or Import

Link directly to your PayPal account for automatic daily feeds or import transactions from a file.

Bank statement import

Bank Feeds

Connect directly to your bank account so that your business transactions are automatically synced into AccountsPortal.

Easily set up feeds from multiple banks, helping you reduce manual input and increase accuracy.

Bank feeds

Automatic Matching

Significantly improve processing time using Import Rules to automatically match transactions.

Bank Import Rules

Cash Flow Overview

View all of your bank accounts at a glance, including reconciliation status, cash flow, and more.


Easy Reconciliation Process

Keep control of your bank accounts by using the bank reconciliation tool.


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