Dealing with returns, bank feed reconciliations and other matters are activities that are far more frustrating and time-consuming than they need to be.

Use this workflow template from Armalytix to request, chase and securely deliver the right client information every time, across multiple accounts, direct from their banks ‚Äì all in a few clicks. With the scheduling feature you can add clients once, forget about it and watch the data flow. Get more time to focus on the good stuff.

Features & benefits:

• CSVs direct from the bank of exactly the financial data you need
• Upload directly to Xero, Quickbooks, Sage or any accounting software
• Consolidated transaction and balance data in a single report
• Add clients once and forget about it with flexible scheduling

There are no barriers, get started today as a standalone workflow or integrate into your existing bookkeeping, VAT, and other workflows.

How to install your template

https://player.vimeo.com/video/469728515?h=d89a02edca