Saturday, July 04, 2015

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

Get to the good stuff

When it comes to hiring, make sure to focus on the most important part: interviewing.

Things that make you go ‘hmm’

The way you treat your clients is a direct result of the culture you have at your organization.

Weed Man USA adds to team

The company has partnered with ACE Franchise Services to boost sales and growth.

John Deere updates K-Series

The wheel loader lineup will now adhere to Final Tier 4 emissions standards.

Turfgrass leaders retiring

The three Ohio State University staff have had a major impact on the industry.

x