Bank Feeds

What it does

Bank Feeds connects directly to your bank through Open Banking (Plaid/Yapily) to automatically import transactions. This eliminates manual data entry and keeps your books up to date with minimal effort.

Key actions

• Search and connect to your bank via Open Banking
• Sync transactions automatically on a schedule
• Link feed accounts to your Numbors bank accounts
• Set import date ranges and categorisation rules
• Manage and disconnect feed connections

Getting started

Go to Banking > Bank Feeds. Click "Add Connection" and search for your bank. Authenticate through your bank's secure login, then link the feed to a Numbors account.