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Coming Soon

ezBank Feeds

Planned shared automatic bank-data connections for Receipt Vault, ezAccounting, ezBookkeeping and ezCFO.

💰Meet ezBank FeedsConcept preview
Meet ezBank FeedsPlanned shared automatic bank-data connections for Receipt Vault, ezAccounting, ezBookkeeping and ezCFO.Concept preview
💰What you can doConcept preview
What you can doConnect 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.Concept preview
💰How it fits your dayConcept preview
How it fits your dayOpen Shared ezBank Feeds service (planned), complete the guided information, then review the result before any important action.Concept preview
💰Just ask naturallyConcept preview
Just ask naturallyShow bank-feed connection statusConcept preview
💰Controls you can trustConcept preview
Controls you can trustPlanned 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. 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.Concept preview

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.