For Accountants

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Solving Problems

Does this sound familiar?

  • Clients can’t get access to online banking to print off bank statements or aren’t tech savvy
  • Clients have to go into local branch to get print outs
  • Bank statements in paper format have missing dates!
  • Dext / Auto-entry haven’t scanned properly – OCR software problems
  • Bank feeds have missing transactions or client has linked up to wrong bank / from wrong date
  • Bank feeds need re-linking but client’s don’t have access to Xero OR forget Xero passwords
  • Awaiting final bank statement for confirmation of Xero balance for workpapers
  • Balance disagrees = tonne of work
  • Team members fed up of waiting months to do an accounts service
  • Partners/firm owners frustrated because the bill isn’t out the door quickly enough (WIP locked up)
  • Clients not paying PAYE on time, creating extra work rectifying problems
  • Clients run into cashflow problems without realising

The Solution

Streem Connect

  • Unlimited constant access to client bank statements, going back two years in most cases
  • Easy export into CSV in all formats with Xero, QB, Freeagent and Sage direct feeds coming soon
  • 90 day authentication automated – no more chasing clients for bank feed links
  • Initial link up process takes a minute
  • Be the pro-active adviser – always stay ahead of cashflow with cash threshold alerts
  • Low cost in comparison to OCR software
  • Suitable for MTD without the need for cloud accounting
  • Reduces the cost of Xero of using ledger only for some clients
  • Reconcile your bookkeeping software to banking data using StreemReconcile
  • Verification of banking data using Streem Verify to use as evidence for files or AML

Cost

Time & Cost Savings vs OCR & Scanning & Manual

Average Cost Savings Per Quarter OCR Software
Total Minutes per Quarter : 45 mins
Average Chargeout Rate per Staff : £70
Time Cost Savings Per Quarter : £52.50
Cost Per Scan in OCR Software : £5
Average £0.20p per sheet Average 25 sheets per quarter
TOTAL COST SAVINGS PER QUARTER £58
TOTAL COST SAVINGS PER YEAR £230
Average Cost Savings Per Quarter Manual Spreadsheet
Total Minutes per Quarter : 85 mins
Average Chargeout Rate per Staff : £70
Time Cost Savings Per Quarter : £99.00
Cost Per Scan in OCR Software : £0
Average £0.20p per sheet Average 25 sheets per quarter
TOTAL COST SAVINGS PER QUARTER £99
TOTAL COST SAVINGS PER YEAR £397

Features

Main Features
of StreemConnect

  • Dashboard view
  • Account management
  • Client Table & Simplicity
  • Filters & Favourites
  • Add individual new client & disable auto re-link
  • Import bulk clients
  • Client Page & Client Info
  • Bank Links & Options

Pricing Calculator

How many client banks do you want to connect to Streem Connect?

Minimum of 10 links per month will be charged.

Discount applied to all links

Linked client banks
Cost per link
Discount
First 99
£2.50 per month
—
100-249
£2.25 per month
10%
250-499
£2.00 per month
20%
500-999
£1.75 per month
30%
1000+
£1.50 per month
40%

Links are active for a minimum of 3 months

Get Started - Sign Up Now

Pricing

How much does it cost?

  • £2.50 per bank link (multiple accounts at same bank are included in £2.50 cost)
  • Minimum cost is 3 months fees
  • Minimum charge is £25 per month (includes 10 links as standard)
  • Linking more banks means more discount
  • If you link 99 banks, cost will be £247.50
  • If you link 100 banks you get 10% discount and cost will be £225.00

Link up Process

Linking client accounts is easy

You can connect your current account via Plaid. Plaid provides you with account information services (AIS), through us as their agent. This grants us secure read only access to your data, and you the ability to make the most of our app/tool.

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!

sign up for a free account
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