- Download live bank account transactions and compare them to your portal transactions.
- Match your bank transactions to those in the portal, and create any missing transactions.
Once you download your bank transactions, you can match them to existing transactions in the portal, or create new transactions. This confirms that everything in your live bank account is reflected in your AccountsNet portal. When you confirm your matches, it flags the transactions as matched within the Reconcile option, ready for your next bank reconciliation.
They are certified as a Payment Cards Industry (PCI) Level 1 Service Provider and have EU Privacy Safe Harbor certification.
Yodlee are trusted by some of the worlds leading accountancy software companies including Sage and Xero, and we have partnered with them because of their unassailable reputation for security.