Getting hold of your clients’ bank data is about to get much easier. No matter what your software, bank or process, Receipt Bank will soon be able to automatically fetch your client’s statements directly from their banking portal. That means no chasing, no downloading and no transcribing.
Introducing Bank Fetch: Putting Bank Statements...
Introducing Bank Fetch, an upcoming feature in Streamline and Optimise designed to make it easier to access your client's bank statements.accountantvip
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