How do I pick software that works with my bank account?

Updated October 2026 · How we answer

Check bank support first

Not every bank connects the same way with every software tool. Look for direct feeds, secure connections, or file imports as options. Confirm that your exact bank, account type, and country are supported before you sign up.

Ask whether the connection can be disconnected and reconnected easily. Banks sometimes change their login process, which can break a feed. Know who to contact at the vendor if a connection stops working during a busy month.

• Confirm your specific bank is supported
• Check account types like business checking
• Ask about reconnection steps
• Look for CSV import as a backup

Verify the data

Compare a few weeks of imported transactions with your bank statement. Look for missing, duplicate, or misdated entries. Fix any issues before you rely on the reports for taxes or planning.

Set a monthly routine to check that the feed is still active. A quick review catches problems early, before they pile up. Keep statements as a backup in case you ever need to rebuild records. If the feed breaks in the middle of a month, reconcile that month by hand before closing the books. Keep a note of the date the connection stopped.

• Compare imports with statements
• Check for duplicates
• Set a monthly feed check

From our shops