Friday, October 31, 2014

Home News WorkingPoint connects customers to financial institutions with launch of banking integration feature

WorkingPoint connects customers to financial institutions with launch of banking integration feature

Supplier News

Customers can now manage all transactions by connecting to bank and credit card providers.

| June 24, 2010

SAN FRANCISCO -- WorkingPoint, the developer of online business management software for small businesses, announced the general availability of its banking integration feature. WorkingPoint subscribers can now connect accounting functions with their bank of choice in addition to individual credit card accounts to manage all transactions related to running their small businesses.

The new feature can be setup in minutes, allowing WorkingPoint customers to quickly connect to bank and credit card providers and have a consolidated view of current bank and credit card account balances for their business, all within the ease and convenience of the WorkingPoint user interface. This new functionality saves time and reduces data entry errors by enabling users to import specific transactions directly from any of the selected accounts.

Specifically, the functionality enables customers to:

Quickly Connect to Banks and Credit Card Providers: Subscribers can connect their bank and credit card accounts to over 4,800 financial institutions. This connectivity allows the customer to view current financial institution account balances and import bank and credit card transactions into the WorkingPoint account activity interface.

View Current Bank and Credit Card Account Balances in WorkingPoint: By creating a connection between financial institution accounts and the bookkeeping accounts, customers gain real-time insight into actual cash and credit card liabilities.

Save time and reduce data entry errors by directly importing transactions: After a secure connection is established, customers are able to import bank and credit card transactions directly into a WorkingPoint account, saving data entry time and allowing customers to import the transactions instead of manually entering data.

Top news

Toro to acquire BOSS

The $227 million-deal is expected to close in early 2015.

Get to the root of broadleaf weeds

Use these best practices to destroy perennial problems.

More toys

New products continued to be unveiled on the final day of GIE+EXPO.

A different sales method

Use social media to connect with potential customers.

TruGreen LandCare appoints CEO

Michael Bogan will succeed Vidu Kulkarni, effective Nov. 3.

x