Register for 2026 Webinar Series

Unlock the potential of bank feeds in Sage Intacct to streamline your reconciliation processes and improve accuracy. Join our webinar to learn how to set up bank feeds and leverage them to transform your month-end procedures.

Learning objectives:

At the end of this session, you’ll be able to:

  • Recognize the steps for setting up a bank feed, including responsible parties and troubleshooting tips
  • Identify alternative third-party vendors if Plaid is not supported by your bank
  • Explain common bank feed issues, including matching rule problems, and learn how to create effective rules

CPE

Recommended CPE: 1 credits, Computer Software and Applications
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

View CPE sponsorship information

Can’t make the webinar?

Fill out the registration and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.

Webinar speakers

ashley-klapperick

Ashley Klapperick

Consulting Director

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Unlock the full potential of Sage Intacct

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