The Bank Accounts module lets you securely store, manage, and sync bank account data — making financial reporting, reconciliation, and tracking easier than ever. Whether you work with a single account or dozens, this module gives you clarity and control.

You can manually add accounts or integrate with supported banking APIs and upload statements to pull in transactions automatically. Each account can be tagged, categorized, and linked to clients, departments, or specific transactions within the system.

Granular permissions allow you to control who can view or interact with financial data, while dashboards and exports make it easy to audit or share financial overviews.

Typical use cases include:

• Managing multiple bank accounts across regions or currencies
• Importing transactions via CSV, PDF, or API integrations
• Linking accounts to payment modules, invoices, or clients
• Reconciling incoming funds with expected transactions
• Generating financial summaries for internal or external review

Whether you're monitoring cash flow, simplifying accounting, or preparing for audits, the Bank Accounts module centralizes your financial data in a secure, structured, and accessible way.