Skip to content
All features ↗

Bank Feeds

The bank line arrives.
The books move with it.

Bring bank transactions into Beeswax, match them to the work already recorded, and let eligible recurring costs become paid expenses automatically.

Try Beeswax free ↗ Explore the details ↓
Watch Bank Feeds in action 37 sec

YOUR ACCOUNTS AT A GLANCE

See which accounts are connected.

Bank account cards show each account’s balance and its recent trend. Open an account to see its feed status — the provider, whether the connection is active and when it last synced — and move into its reconciliation work. Connection availability depends on your bank and region. Available connections depend on the bank, account type, region and provider setup. Check your institution in the connection flow; feed history and refresh timing depend on the provider and consent.

  • Account balances
  • Feed status per account
  • Reconciliation access
beeswaxapp.com

Beeswax interface example · Sample data

IMPORT, THEN REVIEW

A feed starts the process.

Imported transactions arrive in the Allocations review queue. Review the match or categorisation against your existing records, then carry that information into reconciliation.

  • Allocation queue
  • Matching and review
  • Reconciled balances
See the application example
beeswaxapp.com

Beeswax interface example · Sample data

BEYOND A SUGGESTION

A familiar cost. Already dealt with.

When a bank line has no matching document, Beeswax can create and finalise an expense and record its payment. This is reserved for confident suggestions backed by consistent confirmed merchant history. It is more than suggesting a category: the eligible transaction becomes a record in your books.

  • Create the expense
  • Finalise the record
  • Record the payment
beeswaxapp.com

Beeswax interface example · Sample data

HISTORY WITH GUARDRAILS

Routine gets easier. Exceptions stay visible.

Automatic booking is an opt-in beta, off until you turn on Auto-book repeat merchants. Even then it needs 100% AI confidence and at least two previous confirmed allocations for the merchant with matching supplier, category and tax, agreeing with at least 80% of that merchant’s confirmed history. The amount must be no more than three times the largest earlier one. Refunds and possible duplicate payments stay out of this automatic path. Other items remain available for review.

  • Confirmed merchant history
  • Duplicate safeguards
  • Exceptions for review

BETTER TOGETHER

The rest of the story.

Incoming Expenses & AI Send it in. Bank Reconciliation The bank says one thing. Connected Apps Your favourite tools.

Good work deserves good software.

Make a little room for the work you actually like.

Try Beeswax free ↗

60 days free. No credit card required.