Features - Streem Connect

Features developed with your business in mind

We’ve built Streem Connect with the essential features that our clients needed to make their day to day lives easier.

We aren’t done yet though, more features are always being developed.

Feature Overview

All the features you’ll need

Verify

Download PDF bank statements with historical balances, transaction details and account holder information.

Reconciler

Compare your bank statement data against our live data to reconcile your data in seconds.

Spending

See in depth analysis on client expenditure and revenue including categorisation.

Client Database

All your clients in one place. See who is managing their accounts and all their contact info.

Connect Accounts

All your clients bank accounts accessible in one place. Get all the latest transactions from their accounts.

Search Transactions

Quickly search for specific transactions in clients connected accounts.

Add your staff

Mange staff accounts and permissions to ensure they only see accounts they are working on.

Download CSV's

Select a date range and then download your clients data ready for import into your chosen

Secure

We aim to meet or exceed industry standards for security. Streem Connect users cannot access money or initiate payments.

Alerts

Get the alerts you need about clients bank accounts. Low balance, credit limit alerts and more.

Try our free trial or book a demo

Get started today with a 14 day free trial. Connect your clients and start utilising the powerful tools within Streem Connect now.

See for yourself with our 14 day FREE Trial

Fully Automated

Fully automated solution
never ask for a statement again!

Once you have added a client to Streem and sent them their first link your job is done!

The client will receive their link via email and follow a step-by-step wizard to link their account. This takes around one minute to complete. 

They don’t have to create an account with us or anyone else. Clients can use their banking apps to link meaning they don’t need to remember banking usernames and passwords if they have a mobile app installed. 

Then every 90 days when the link needs to be authenticated we will send them another email that will guide them through the process once again. 

So you never have to chase them again! If they don’t re-link we will remind them again and if their link expires we will let you know. 

Transactional Data

Accurate and up to date

We created Streem Connect as we were always having problems with missed transactions and broken feeds with other solutions.

Accounting platforms that offer bank feeds often have that bolted-on feel and are not really fit for purpose.

We wanted to make a solution that not only worked perfectly but solved the daily problems faced by accountants and other financial professionals. 

Streem gives you access to 2 years worth of transactional data and is always up to date. We never miss transactions and you can see the rolling balance too. 

Downloadable Data

Data that's right for you

Our bank statement data can be downloaded in any accounting CSV format. Meaning you can download and immediately import into your chosen accountancy software. 

Ready to use with SAGE, Xero, Quickbooks, and many more.  Just choose your date range and chosen CSV template and you are ready to download. 

Don’t see a CSV format you need? Just email us and we will get it added for you.

Don’t want to download it? That’s ok too! You can view your client’s bank statements directly in Streem. You can filter by date and search for transactions, see their balance, and much more. 

Sign up for a free account

Like what you see but want to fnd out more? Just sign up for a completely free 14 day trial now or book a demo and let us show you how powerful Streem Connect can be!