Direct Bank Sync Add-on
Access financial data from your bank accounts when you don't have a supported accounting system
Available for both Starter & Standard plans
Beta Feature
Direct Bank Sync is currently in beta. While we've tested it extensively, you may encounter occasional issues as we continue to refine the service. To enable this experimental feature, please contact our support team who will guide you through the setup process and provide additional support.
Overview
The Direct Bank Sync add-on enables your Firebean account to connect with your bank accounts when you don't have access to a supported accounting system. This provides you with valuable financial insights even without an accounting software integration.
Features
Bank data access for customers without supported accounting systems
Multiple bank account support across various financial institutions
Regular balance updates to help you monitor your finances
Transaction data visibility within Firebean
Financial insights without requiring QuickBooks or other accounting software
Secure, read-only access with strong encryption
How It Works
Connection Process
- Request Access: Contact our support team to enable the Direct Bank Sync feature
- Bank Authorization: Securely authorize Firebean to access your bank data through secure APIs
- Account Selection: Choose which bank accounts to monitor for financial reports
- Automated Updates: Your financial reports will include data from your bank accounts
Security & Privacy
Firebean never stores your bank login credentials
Read-only access means we can't initiate transactions or make changes
Secure connections protect your sensitive information
Business Benefits
Financial Insights Without Accounting Software
Get valuable financial data even if you don't use a supported accounting system
Alternative Data Source
Access your financial information directly from your bank accounts
Simplified Financial Oversight
View your bank data in one consolidated place