US and Canadian bank feeds

Real-Time Bank Feeds for USA & Canada

In our latest update, we’re excited to announce a successful integration with Plaid. This enhancement grants us access to bank feeds from thousands of financial institutions across the USA and Canada. Similar to Open Banking, this feature enables direct sign-in using your bank account.

To utilise this new capability, simply navigate to the bank reconciliation section of our platform. Here, you can add your bank account by selecting either USA or Canada in the filter options. Once selected, you can effortlessly proceed with the setup and enjoy streamlined bank feed integration

Immediate Communication upon Invoice Creation

A common request in the new workflows has been for the ability to send out emails as soon as an invoice has been created. Recognising the evolving usage of workflows by clients, not solely for collection but also as a comprehensive communication tool, we’ve made a great enhancement.

In workflows for the type invoice creation you can now toggle on the send as soon as possible button

Activating this feature ensures that your email are dispatched promptly, typically within 30 minutes of the invoice’s creation, thereby enhancing efficiency and client engagement.