Connect your bank account (bank feeds)

It's a good idea to connect your business bank account(s) to IRIS KashFlow. This allows bank transactions recorded in the system to be reconciled with the transactions in your actual bank account. This is achieved using bank feeds.

You can also download your bank statements in CSV format via online banking, then import them.

Go to Banks, and select Activate for the required bank. Select Open Banking Feeds then select your bank from the list.

Select Allow to enable access to your chosen bank then log in to online banking. Depending on your bank, you may be asked another question. Choose the account to link to IRIS KashFlow, then select Select.

That's it, you're now connected!

Having issues with your bank feeds? Check the latest service updates by country and institution here.