Bank Feeds Connections Simplified
We make connecting your bank accounts to software seamless and secure. Our team of experts will help ensure a smooth transition and handle the setup process for you, so you have more time to focus on your business.
Connecting Bank Accounts to your Software
We offer Secure, Reliable & Frustration-Free Bank Integration services.
We connect your bank accounts to quality bookkeeping software to help automate your accounting process. You will benefit from automated feeds, reduced errors, and a much smoother workflow, with no manual entry required.
Our team of experts manage the set up and ensure it is tailored specifically for your needs. Our goal is to help you eliminate costly bookkeeping mistakes, provide you with a more efficient workflow process, and allow you to spend more time focusing on growing your business.
Key benefits
- Save Time: You can see all transactions in your accounts every day with no need for manual data entry. Your transactions will all be matched quickly to invoices, bills, or expenses.
- Real-Time Cash Flow Tracking: Connecting your bank accounts to software will allow you to access instant insights to help you know where your money is going and being spent. This will provide you with the ability to improve your business decision making, giving you constant and accurate data on your business’s financial health.
- Customised for You: We align your setup according to your bank and business requirements and ensure it is tailored for your workflow.
- Reduces Errors: Connecting your bank accounts to software provides you with accurate records to ensure your financial data remains up-to-date and helps reduce the risk of human mistakes.
Navigata365 helps tradies and small businesses gain financial clarity by seamlessly connecting bank accounts to their accounting software. Our secure bank feeds eliminate manual data entry, reduce errors, and provide you with real-time visibility into your cash flow. We provide a stress-free process that gives you confidence and control over your finances, with ongoing support provided. We offer full transparency, improved financial planning, and up-to-date insights that make reporting and decision-making easier than ever.
Why choose us?
- Simple & Stress-Free: We streamline the connecting process to ensure you have access quickly to secure and accurate data on your business.
- Expert Support: Our team are professionals and help to ensure the connection of your bank accounts and software is done correctly from the beginning. We also offer continuous support throughout your business journey to help your continue to grow your business.
- Tailored To Your Business: We customise the setup to suit your workflow, whether you are a start-up, a high growth business, or something in between. We’re here for you with intelligent set-ups and continuous support.
Feeds Are The Foundation, So They Have To Be Complete
A bank feed is only useful if it covers everything. The common failure is a business connecting the main trading account and leaving the savings account, the second card and the loan facility outside the file. Those transactions still happened. They just have to be found and entered later, usually from a statement, usually in a rush.
What Gets Connected
Everything the business actually moves money through, not just the account it moves the most through.
Trading accounts.
The day to day account or accounts, with feeds checked for gaps rather than assumed to be complete.
Credit cards.
Where a lot of trade spending actually happens, and where missing receipts concentrate.
Loans and finance.
So repayments split correctly between principal and interest instead of being coded as an expense in full.
Merchant and payment platforms.
Settlements rarely match the sales that produced them, which is exactly why they need reconciling rather than importing.
Rules That Do The Repetitive Work
Once feeds are in, coding rules handle what repeats so attention goes to what does not.
- Recurring suppliers. The regular ones code themselves, consistently, every time.
- Exceptions surfaced. Anything that does not match a rule is flagged for a decision rather than guessed at.
- Reviewed, not trusted blindly. Rules drift as a business changes. They get checked rather than left running for years.
What our clients say
Verified reviews from our Google Business Profile.
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Best decision ever !! I stopped spending time on paperwork ... gave it all to Fiona .. and now I can concentrate on growing my business. Thanks so much to Fiona and her team I can spend more time with Family & Friends :) and run a paperless business :)
Glenn Adams11 months ago -
Engaging the services of Fiona and her team at Navigata365 at the beginning of COVID was the best thing we could have done. Fiona has guided our 2 businesses through some really tough times and has recently helped us set up a 3rd business. She is always on top of deadlines and we never have to worry about a thing. I cannot recommend highly enough.
Sharon Knott2 years ago -
It is a great pleasure to provide a review of Fiona Battersby and her business Navigata365. We have worked together for approx 5 years and during that time our bookkeeping has been carried out brilliantly. We have benefited from very good advice from Fiona about managing our accounts. It is rare to get a bookkeeping business with the level of service and competence that Fionas staff consistently provide. A big thumbs up from Us!!
Martin Speller2 years ago -
Nothing but great things to say about Fiona and team, first time business owner here and Fiona and team are brilliant to work with I really feel like she has my best interests at heart.. cannot recommend enough super team … here is to many many more years together
Shaun Oneill2 years ago -
Fiona and her team got me out of a really tight spot with some ATO obligations I was fumbling around with in a timely and super professional manner. They explained everything to me so I don't screw it up again. Thank you team :)
Tracy Koppa year ago
