Bank Feeds & Reconciliation
How to connect bank feeds, auto-categorize transactions with rules, and reconcile your accounts each month.
Bank feeds pull transactions in automatically; reconciliation confirms your books match reality.
Live feeds and rules
Connect a bank or financial account and let recurring transactions be categorized by rules, so most entries become a quick review-and-confirm. Connections are provided by third-party aggregators under their own terms.
The monthly reconcile
- Match feed transactions to invoices, bills, and payments.
- Categorize anything new.
- Confirm the ending balance matches the statement.
- Investigate any difference before closing the month.
Reconciling monthly keeps discrepancies small and your reports trustworthy.
When the bank feed is behind or wrong
Feeds occasionally lag a day or two behind your actual bank, and a rule can miscategorize an unusual transaction. Refresh the connection, review new items before accepting a rule’s suggestion, and fix a rule going forward rather than only the one transaction it affected.
Frequently asked questions
How many bank accounts can I connect?
You can connect multiple accounts across multiple financial institutions, which is common for businesses that separate operating funds from a savings or tax-reserve account.
Is my bank login stored by Seayora?
No — bank connections are handled through a third-party financial-data aggregator under its own security practices; Seayora doesn’t see or store your online banking password.
Can I exclude a personal transaction that appeared on a business account?
Yes — exclude it from the feed rather than categorizing it, so it doesn’t distort your business books while still leaving your bank statement untouched.
What if a transaction shows up twice in the feed?
Duplicate feed entries usually resolve when you match one to an existing invoice or bill and exclude or delete the other — most reconciliation tools flag likely duplicates for you.