Streem Connect iOS App
Streem On The Move
Manage client data anywhere
The Streem Connect iOS app puts your accounting workflow in the palm of your hand. Whether you’re in the office, meeting clients, or on the move, you can now manage client accounts, renew bank connections, and upload financial documents directly from your iPhone or iPad.
No more waiting to get back to your desk, access everything you need instantly through the secure Streem Connect platform.
What we do
Key features
Client account management
View, edit, and manage client details wherever you are. Keep your records accurate and up to date in real time.
Bank link creation and renewal
Create new open banking connections or renew existing ones in seconds, helping you maintain continuous access to client transaction data.
Expiring link notifications
Get alerts when client bank links are nearing expiry so you can act quickly and avoid any disruption in data access.
Document scanning and uploads
Easily scan and upload bank statements directly from your device. By using the devices camera you can capture, convert and scan all from the app.
Real-time sync with your dashboard
Everything you do in the app syncs automatically with your Streem Connect dashboard, keeping your data consistent across all devices.
What people are saying about Streem Connect
