Accounting software that
saves you time and money
- Easily connect client bank accounts
- Get bank transaction and balance information going back 2 years.
- Download CSV files or PDF statements
- Reconcile accounts and find errors in your data instantly
- Filter by date and search for transactions
- Download statement files you can import into Xero, Quickbooks, SAGE and many more
- Get unlimited statement downloads from connected clients
- Instantly view client statements on screen without needing to download CSV
- Add staff accounts and allocate clients for them to manage
- Get a free verification report for every bank link
- and much more!
Start a free trial today or book a free demo to learn more
Feature Overview
All the features you’ll need
Analysis
See in depth analysis on client expenditure and revenue including categorisation.
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.
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.
