External Sources
Connect bank feeds and other external systems for automatic syncing.
Who it's for
Businesses that want transactions to appear without manual CSV uploads
Key benefits
- Connects live bank feeds (e.g. Plaid) instead of manual import
- Keeps account balances current automatically
- One place to manage every connected source
Overview
External Sources manages live connections to outside systems - bank feed providers like Plaid - so transactions and balances flow in automatically instead of requiring a manual CSV export and import each time.
Related features
See how External Sources fits into a plan on pricing, or how Count My Bucks compares to QuickBooks. Used heavily in One login for every client's books, with bank rules that carry across all of them..