Ideas for Acumatica

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Make it possible to directly load OFX files from banks

Right now you need to login to your bank website, download the file and then upload it in Acumatica. I ran into this service http://www.ofxhome.com/ which has the directory of all the banks that support ofx and a consolidated api to quickly connect and get files from any of the banks! That would be a huge timesaver.

  • Guest
  • Nov 30 2014
  • Planned
  • Attach files
  • Admin
    Feedback Admins commented
    16 Sep 00:30

    Acumatica Electronic Bank Feeds will become available on the price list in the 2020 R2 timeframe. This will provide a mechanism to automatically import bank transactions without downloading an OFX file from the bank's website.

  • Jeanne-Pierre van der Gryp commented
    17 Jul 06:41

    All Banks, or just USA?

  • Art Ardolino commented
    26 Jan 13:56

    We now have a bank feeds integration (Acumatica Embedded Solution) which we will be announcing at Summit 2020 as an AcuSync solution on the Acumatica Marketplace. The bank feed integration will support over 14,000 financial institutions and is integrated with the new corporate credit card feature of 2019R2. Users will now be able to link their bank accounts and credit card accounts to Acumatica, automatically import bank statements/transactions, and automatically create expense receipts for corporate credit card transactions so users can simply attach their receipts instead of having to hand-enter expense data when they use their corporate credit card.