Connect to your bank so your bank transactions flow effortlessly into Xero

When you set up bank feeds from your bank accounts, your transactions are imported securely into Xero each business day.

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Always know what’s going on

Once your bank transactions are in Xero, it’s easy to keep track of the money coming in and going out of your business.

1. Get daily bank feeds

Bank transactions automatically flow securely into Xero each business day.  

2. Reconcile bank transactions

Tell Xero what each transaction was for – or simply confirm what Xero suggests.

3. View the dashboard

See a complete up-to-date picture of your cash flow and business finances on the Xero dashboard.

Learn more about reconciling your banking and what the Xero dashboard shows you.

Reduce work at tax time

Not only will you be more in control of your business finances, come tax time most of the hard work is done – you’ll already have categorized income and expenses, and matched payments to invoices.

account reconciliation dashboard

Connect to your bank for automatic updates

You can set up feeds from multiple banks and any number of bank accounts – it’s all included in the price of your Xero subscription. Bank feeds are automatic, secure, accurate and reliable – there’s no need to do manual imports any more.

reconciliation accounting

Find banks that connect to Xero

Both direct bank feeds and Yodlee feeds allow your transactions to flow automatically into Xero. An easy way to check whether your bank offers bank feeds –  either direct or Yodlee – is by adding your bank account in Xero. Then select your bank and follow the steps to set up the bank feed.

See the list of US banks that currently offer direct bank feeds and the account coverage.

bank reconciliation software automation

Looking for another bank?

If your bank isn’t listed when you add a bank account in Xero, it means your bank doesn’t offer bank feeds to Xero yet. Let us know and we’ll try and make it happen.

In the meantime, you can import your bank statements into Xero.

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Mobile bank reconciliation
"As a young startup, anything that helps us save time and eliminate worry is a no-brainer. We love Xero & SVB!" Arlo Gilbert, CEO & Co-Founder at MetaSaas

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Connecting your bank

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Bank feeds step-by-step

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