Bank Feeds connect your financial institution accounts to Acumatica and automatically import transactions in real-time. This eliminates the need to manually download and import QBO, OFX, or CSV files. Bank Feeds also support secure connections and multi-factor authentication through Plaid, the industry-leading connection platform used by thousands of financial institutions and businesses globally.
Changing Project Segmented Keys in Acumatica Cloud ERP
Bring In Bank Balances & Do Your First Bank Reconciliation in Acumatica
Workflows in Acumatica Cloud ERP
In Acumatica you can automatically assign records (such as leads and cases) to users for distribution or further processing. Also, if the Approval Workflow feature is enabled you can use approval maps to assign documents (such as cash transactions, expense claims, time cards, and purchase orders) to authorized employees for approval.






