From connecting your accounts to automated reconciliation, bank sync keeps your financial data accurate and up to date.
Link your business bank accounts and credit cards securely. Transactions flow into ReadyBooks.ai automatically.
Match bank transactions to invoices and expenses automatically. Review suggestions and approve with one click.
See your actual cash position across all accounts in real time. No more waiting for month-end statements.
Get notified about unmatched transactions, unusual amounts, or missing entries that need your attention.
Read-only access with 256-bit encryption. We never store your bank credentials. All data stays in India.
Connect multiple bank accounts and credit cards. See a consolidated view of all your business finances.
Stop spending hours on manual reconciliation. Bank sync gives you accurate, real-time financial data.
Save hours every month
Stop manually entering bank transactions or matching them to invoices. Bank sync does this automatically.
Catch errors early
Automatic reconciliation highlights mismatches, duplicates, and missing entries before they become problems.
Always audit-ready
With bank-reconciled books, you are always prepared for audits, GST reviews, or investor due diligence.
Better financial decisions
Real-time cash flow visibility means you always know exactly where your money is and where it needs to go.
Security you can trust
Bank sync uses read-only access—ReadyBooks.ai can never move money or modify your bank accounts. All connections are encrypted with 256-bit TLS, and your banking credentials are never stored on our servers.
Your data is hosted on AWS servers in Mumbai, India, with the same security standards used by financial institutions. You can disconnect any bank account at any time.