Incoming credit
+£4,800.00 Brightfield Studio
Business model coverage
Workflows they already run.
Accounting and ERP platforms do not buy open banking. They buy faster reconciliation, bring live bank feeds into the ledger, match payments to invoices as they land, turn raw transactions into clean records, and see every connected account's balance in one place.
Make everyday accounting easier for your customer
Keep bookkeeping up to date
Automatically bring bank transactions into your platform, with access to up to seven years of transaction history, so customers can maintain current records and review past activity without manual statement uploads.
Reconcile invoice payments faster
Match incoming payments to invoices automatically, using the payment reference your customers already collect on every sale. Anything that does not match is flagged for review, not lost in a bank statement.
Spend less time cleaning transaction data
Every transaction arrives categorised and matched to a clean merchant name, not a raw bank code. Your customers spend less time cleaning data and more time reading it.
Spend this month
£1,083.90
- Groceries £412.80
- Dining £268.50
- Transport £164.20
- Utilities £142.00
- Shopping £96.40
Categorised automatically across 140+ spending types.
See cash across every connected account
Bring bank balances and transactions into one view so customers can track their cash position, plan upcoming payments and prepare records for tax reporting and MTD workflows.
Collect invoices with a link or QR code
Share a payment link or QR code on every invoice so customers can pay by bank in a few taps. The payment reference travels with the transfer, ready to match when the credit lands.
Link status
£2,450.00 INV-1048 · Scanned via QR
pay.finexer.com/inv-1048
Payment Link
£2,450.00 Ref: INV-1048 · Due today
Up to seven years of history
Investigate old transactions and reconcile prior-year invoices in full.
UK-wide bank connectivity
99% of UK banks connected, spanning the accounts most platforms need.
Onboarding Support
Three to five weeks of hands-on Onboarding Support, guided at every step.
Direct-to-bank connectivity
We connect directly to banks without relying on third-party aggregators, bringing bank data straight into your accounting or ERP platform.
FAQ
Frequently asked questions.
How does open banking help accounting and ERP platforms?
Open banking brings customers' bank transactions and balances into accounting and ERP platforms with their consent. Finexer helps platforms automate bank feeds, reconcile invoice payments and provide categorised transaction data, reducing manual entry and giving customers a clearer view of their cash position.
How much bank transaction history can customers access?
Finexer provides access to up to seven years of bank transaction history, depending on the bank and account. This helps customers investigate older transactions, reconcile prior-year invoices and review historical cash movements. The available history should be confirmed for each supported bank.
Can Finexer automatically match bank payments to invoices?
Finexer's invoice reconciliation capabilities help match incoming bank payments to invoice records using payment references. Unmatched items are flagged for review, helping customers identify what has been paid and investigate discrepancies. Your platform provides the invoice records needed to connect receipts to the correct invoices.
Can Finexer support tax preparation and Making Tax Digital workflows?
Finexer supplies bank transaction data that accounting platforms can use to prepare records for tax reporting and Making Tax Digital workflows. Categorised transactions can reduce data preparation work, but bank feeds alone do not establish MTD compliance. Record keeping and submissions still require appropriate compatible software.
Do customers control access to their bank data?
Yes. Customers authorise access to specified bank account data through a consent process and can revoke that access. Connecting an account for bank feeds does not authorise payments. Your platform should clearly explain which data it accesses, why it is needed and how it is used.