Bookkeepers, Elevate Your Role: Ditch Manual Logins for Automated Fetching
Managing the books is a serious business. While QuickBooks and Xero have streamlined bank data integration, the onus is on you to ensure not a single detail is overlooked. This often means logging into countless bank accounts every month to verify client balances—a process that's not only time-consuming but also fraught with the risk of human error. And if you're not doing this due diligence? You're operating on hope that your bank feeds remain uninterrupted and error-free.
We understand because we've been in your shoes. That's why obtaining bank statements shouldn't just be important—it should be effortless. Say goodbye to the tedium of individual logins and the "hope strategy". Welcome to Coral: Fetch.
With Coral: Fetch, simply have your clients connect their bank accounts once, and like clockwork, we'll retrieve their bank statements for you every month. No fuss, no muss. All statements are organized and stored logically under each of your client's profiles in our secure system. You can rest easy knowing that you have all the information you need, safe, sound, and at your fingertips.
