ezBank Feeds
Planned shared automatic bank-data connections for Receipt Vault, ezAccounting, ezBookkeeping and ezCFO.
What it does
Planned shared automatic bank-data connections for Receipt Vault, ezAccounting, ezBookkeeping and ezCFO.
Works with
ezTradie · ezTrade
Included
- Owner-consented automatic bank synchronisation
- One shared account and transaction ledger
- Replay-safe import and reconciliation evidence
- Connection freshness, pause and revocation controls
How it works
- Connect an approved provider with owner consent and select authorised accounts.
- Synchronise automatically into existing canonical accounting records after connection setup.
- Share transaction evidence with Receipt Vault, Accounting, Bookkeeping and CFO.
- Review connection freshness, ambiguous matches, consent expiry and sync failures.
Example requests
- Show bank-feed connection status
Setup
No other plugin is required.
Privacy & access
Planned owner-controlled, tenant-owned read-only bank connections. Feed ingestion and automatic matching are separate opt-ins; no payment authority is implied. Additional Suite/Buddys operational compatibility needs implementation evidence.
Important limit
Coming soon; no bank provider or automatic bank feed is connected by this release. Existing reviewed CSV imports remain available. Provider approval/configuration, owner consent, secure credentials, callback verification, replay handling and worker acceptance are required before activation. Never connect personal accounts or renew consent silently.