Trust & Operating · Accounting Seed Add-On

Smart Bank Import

Import Bank Transactions Without Limits

When a live bank feed isn't available or you need to load history, Smart Bank Import takes your CSV, QBO, or QIF file and brings every transaction into Accounting Seed's Bank Direct Connect — with no row limit. Preview the parsed transactions, then import in bulk so even the largest statements load cleanly.

What You Get

Smart Bank Import Features

CSV, QBO & QIF Support

Import the file formats your bank exports — no manual data entry required.

No Transaction Limit

Bulk batch processing handles statements of any size.

Feeds Bank Direct Connect

Imported transactions flow straight into the native Accounting Seed reconciliation workflow.

Preview Before Import

Review the parsed transactions before anything is committed.

Why It Matters

Built to Save You Time

Skip manual transaction entry
Load large statements and full history in one pass
Works when live bank feeds aren't available
Integrates with the native Bank Direct Connect flow

Smart Bank Import

Extends Accounting Seed — works inside the Salesforce you already use.

Ideal For

Industries that get the most from Smart Bank Import

Professional Services

Maximize Billable Efficiency

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See Smart Bank Import in Action

Tell us about your Accounting Seed setup and we'll walk you through how Smart Bank Import fits your workflow.

Free consultation with our team
Built natively for Accounting Seed
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