How it works
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Software we can integrate
We integrate with Xero, MYOB and Reckon.
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Rich details
To make it easier for you (or your accountant) to match payments, we send rich data with all the available information.
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Choose your format
You can download your last 24 months of data as a QIF, PDF, OFC, OFX or CSV.
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Timing
You can migrate at any time in the financial year – we’ll import your data from the last 12 months.
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Automatic updates
For Xero or MYOB users, your transaction history will be updated every day of the year. No more manual reconciliations or uploading spreadsheets at month’s end.
If you're with Xero
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Integrate your accounts with Xero
You can add and remove accounts connected to Xero directly from internet banking for business – no more forms, and transactions will be available in Xero the next morning.
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Keep on top of bills and expenses
Collect, process, and manage your receipts and invoices with Xero’s expense management software. You can easily pay expense claims and suppliers on time via internet banking.
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Reconcile each day
Reconcile bank transactions daily, so you can view up-to-date account balances, financial records, and cash flow. Xero software suggests matches for transactions, categorises them and applies rules, making reconciliation easy.
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Powerful payroll software
Pay your staff and report payroll details to Inland Revenue with Xero's online payroll software.
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Keep track of your cash flow
Xero makes it easy to stay on top of your business' cash flow using tracking categories and customer dashboards to help you pay bills on time and keep track of outstanding invoices.
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Look ahead with Xero Analytics
See your future predicted cash flow, check your business' financial health and track metrics such as trends in income, expenses and profitability.
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Try it out
If you're new to Xero, you can trial it for free for 30 days. Register with Xero now.
If you're with MYOB
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Integrate with MYOB
If you're already with MYOB, you'll need to sign a Third Party Authority Form to integrate your accounts.
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Track and manage bills and expenses
Use the MYOB Capture app to take photos of receipts or upload bills and then send them straight to your software.
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Save hours on reconciliation each month
Save valuable time by linking your business and credit card accounts to automate accurate debtor and creditor balances.
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Stay on top of cash flow with invoicing on the go
Wherever you go, your business goes too. With MYOB’s mobile app, you can create quotes and invoices while your accounts are automatically updated in real-time.
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Get a clearer picture of what’s coming in and what’s going out
Your dashboard gives you a real-time snapshot of your cash flow: at a glance, you’ll see outstanding invoices and tax liabilities.
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Payroll sorted in a few clicks
It’s payroll made simple - with regular software updates to keep things running smoothly.
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Try it out
If you're new to MYOB, you can trial it for free for 30 days. Register with MYOB.