The Best CRM for Bank Feeds

Bank Feeds improve business efficiency – allocate payment data in CRM against invoices.
Bank Feeds decrease time between customers placing an order and receiving goods.
Feeds supported by Australian CRM with major banks.

What Are Bank Feeds?

You can think of a bank feed as a secure digital link between your bank account and your accounting software (created using APIs and SFTP). Through integrated accounting, bank feeds will be able to streamline your financial processes giving you an up-to-date and accurate view of what’s happening with your finances.

A bank feed allows you to automatically import bank transactions into one location ready to be reconciled.
With bank feeds you’ll have all your financial information together for easier and more accurate bookkeeping, and you can leverage the features of your software for greater visibility and forecasting.
There’s no need to manually enter data, the bank feed does this for you. This will avoid mistakes that can happen when manually inputting transaction data.

How Does Integrating Bank Feeds With Tall Emu CRM Help Your Business?

Often, until a business knows that payment against an invoice (order) has occurred, the purchased goods cannot be delivered. The crucial time between placing an order and receiving goods is a key influence on a customer’s perception of your business. The faster you can deliver, the more likely the customer will be to repurchase or recommend.
With Tall Emu’s easy bank feed integration, our CRM is able to download bank payment data and update it on a daily basis so it can be allocated against invoices in CRM – improving business efficiency.
Australian Banks Tall Emu CRM supports:

- Westpac bank feeds
- ANZ bank feeds Xero
- NAB bank feeds
- CBA bank feeds Xero

Learn More About Tall Emu

Tall Emu is end-to-end business customer relationship management software, designed specifically for small businesses in Australia and New Zealand. Why spend your precious time jumping from system to system when Tall Emu brings it all together, every day! Even better, our Tall Emu CRM support is local too! 1000s of businesses have already changed their business for the better with Tall Emu CRM, you can check out some of our customer success stories below – or, if you’re ready to simplify the running of your business, contact our experts now.

Customer Success Stories

Adam Pope Fabulous Catering

Catering

Wayne Gates BluSky Products Group

B2B Manufacturing

Bank Feeds - Frequently Asked Questions

Is my financial data secure with bank feeds?

Tall Emu’s bank feed integration has been established using APIs, which leverage the latest data security techniques and standards. Information which is sent via our bank feeds is multi-layered encrypted, so it cannot be accessed until it has reached your accounting software. You also have control over who can view and access your bank feeds.

What data does the bank feed share with Tall Emu?

Typically through accounting integrations, it’s financial transactions and customer data that’s automatically shared, however, different options may be available depending on the preference of the banks.

Can I import historical transactions through bank feeds?

Access to historical data can depend on the banks and the accounting software you’re using. Some bank feeds will only start from the day it’s activated, however, you may be able to download older transactions from your online banking and import these in. You should be able to find information by searching the name of your bank with ‘bank feeds support’ or ‘bank feeds FAQs’. Tall Emu currently works with Westpac bank feeds, NAB bank feeds, ANZ bank feeds Xero, and CBA bank feeds Xero.

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Powerful CRM Integrations

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