Bank Hub
Statements, Check Images & Historical Activity

Xero-Addon
Check Image
  • Automate the rest of your clients' bank data
  • Daily sync directly into Xero Folders
  • One location for all banks, accounts, and docs
  • Clear, simple setup process
  • 700+ bank integrations; Up to 2 years of historicals

How it Works

Step 1:

Connect Xero Client

Step 2:

Connect Bank Data
(View Banks)

Step 3:

Sync Bank To Xero

Step 1: Connect Xero Client

Connect any organization in My Xero to sync all bank docs directly to its Folders

  • Name
  • Folders
  • Chart of Accounts

Step 2: Connect Bank Data

Connect client's banks, credit cards, paypal, etc to import monthly statements, check and deposit images and historical activicty.

  • Monthly Statements
  • Check / Deposit Images
  • Historical Transactions

Step 3: Sync Bank To Xero

One final click to activate the daily sync - all bank docs directly into their Xero Folders

  • Daily Sync
  • Fully Automated
  • Just check your Folders

Pricing

Package
Details
Pricing
Ongoing Data
Up to 50 images and 500 transactions
per sub-account, per month
$2.00 per account +
$0.50 per sub-account
Historical Data
Up to 50 images and 500 transactions
per sub-account, per month
$2.00 per account +
$0.50 per sub-account
  1. "Account" is any single financial institution login. For example, a Wells Fargo login containing a checking and savings account would be one Account.
  2. "Sub-Account" means any single bank account within a financial institution login. For example, a Wells Fargo login containing a checking and savings account would be two Sub-Accounts.

Never Login To A Bank Again!

Process Optimization

Automated
Daily Pulls

Single Login

Single Login
For All Your Docs

Labor Marketplace

Improve Team
Efficiency