Bank Feed
MediumAccounting · Accounting firms and SMBs
Turn bank statements into ledger entries and wipe out hours of manual keying.
Built in this build
- Statement line parsing
- Account mapping rules
- Draft entry generation
- Chart of accounts mapping
- Rule library
- Reads transactions from statement PDFs and suggests accounts
- Auto-match recurring lines
- Unmatched line summary
Vision (needs external services)
- PDF/CSV statement import
- Statement photo upload
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Statement line parsing
- Account mapping rules
- Draft entry generation
Admin modules
- Chart of accounts mapping
- Rule library
AI capabilities
- Reads transactions from statement PDFs and suggests accounts
Automations
- Auto-match recurring lines
Analytics & reports
- Unmatched line summary
Integrations
- PDF/CSV statement import
Mobile
- Statement photo upload
Roles & permissions
- Bookkeeper
- Reviewer
Accounting →
Fee Folio
Firm fees: monthly billing and collections tracking.
SGK Desk
Track SGK hire/exit filings and deadlines to dodge administrative fines.
Doc Drawer
Financial document archive: POAs, signatory circulars, contracts, expiry alerts.
Receipt River
Receipt/invoice collection: clients snap, AI extracts the data.
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