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
