Bank Feed Automation
Connected feeds and rules that categorize for you.
Most bookkeeping time is lost to manual categorization. We connect your feeds and write rules for the transactions that repeat — so the software does the first pass.
You review and approve instead of typing, and your books stay current with far less effort.
What's covered
- Bank and credit card accounts connected and verified
- Categorization rules written for recurring transactions
- Vendor and payee mapping for clean reporting
- Reconciliation workflow documented
This service is available on its own or bundled inside a setup plan with a fixed one-time price.
View PlansWhat you receive
Concrete, documented outputs you keep — not a vague promise of work done.
Connected and verified bank feeds
Active categorization rule set
Reconciliation workflow guide
Delivered to your dashboard
Every output is yours to keep — downloadable any time from your secure order page, alongside a recorded Loom walkthrough of the setup.
Other services worth pairing
These often go hand in hand with this setup.
Get this as part of a complete setup
Each plan is a one-time engagement with a fixed price and delivery window.
Launch Ledger
A clean foundation on the platform of your choice.
Delivery in 5 days
Choose Launch LedgerCore Books
Structured books with tax and automation rules.
Delivery in 7 days
Choose Core BooksGrowth Suite
Full setup, historical data, and live dashboards.
Delivery in 10 days
Choose Growth SuiteYour Financial Systems Should Run Like Software.
Pick a plan, complete a one-time secure checkout, and we build your accounting infrastructure end to end.