Automatic Bank Imports

Manual data entry is the biggest time sink in bookkeeping. Typing in every transaction from your bank statement is slow, tedious, and creates errors. FiscalInsights eliminates this by connecting directly to over 12,000 banks and financial institutions. Transactions flow in automatically every day, categorized and ready for your review.

The connection uses bank-grade encryption and read-only access—FiscalInsights can see your transactions but can never move money or make changes to your accounts. Setup takes minutes: search for your bank, log in with your credentials (secured through our banking partner), and your transaction history begins importing immediately. Most users see their last 90 days of transactions on first connection.

Auto-matching links bank transactions to invoices, bills, and recorded entries you've already created. When a client pays an invoice, the bank deposit matches to the outstanding invoice automatically. When a bill payment clears the bank, it matches to the recorded payment. This matching eliminates duplicates and ensures your books reflect exactly what's in the bank—the foundation of accurate bookkeeping.