Read only bank account access
- or -
Post a project like this£99(approx. $124)
- Posted:
- Proposals: 7
- Remote
- #2466847
- Expired
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New Delhi
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Description
Experience Level: Expert
I have 3 personal bank accounts for which I want to grant read only access to someone to help me with bookkeeping.
At the moment, I have to manually login and download the transactions to a CSV file so that they can be imported into the desktop bookkeeping software.
I am aware of the ability to link this to online solutions such as Xero or Quickbooks, however, we have no wish to change bookkeeping software.
A second option would be to link the bank accounts to a free cloud system, however, to have to set this up merely for the purpose of extracting bank data would seem excessive, then in addition this data would have to be further downloaded, again to import into the desktop system.
Does anyone know of and can help setup a solution where the data can be extracted to a portal, ready to be downloaded on demand by any given person with the correct access rights?
I was thinking Yodlee, but it seems on initial investigation that they only provide a link between banks and a particular software solution, our desktop software would not link in this way.
Hope that is clear, but let me know of any questions.
Budget is an estimate.
At the moment, I have to manually login and download the transactions to a CSV file so that they can be imported into the desktop bookkeeping software.
I am aware of the ability to link this to online solutions such as Xero or Quickbooks, however, we have no wish to change bookkeeping software.
A second option would be to link the bank accounts to a free cloud system, however, to have to set this up merely for the purpose of extracting bank data would seem excessive, then in addition this data would have to be further downloaded, again to import into the desktop system.
Does anyone know of and can help setup a solution where the data can be extracted to a portal, ready to be downloaded on demand by any given person with the correct access rights?
I was thinking Yodlee, but it seems on initial investigation that they only provide a link between banks and a particular software solution, our desktop software would not link in this way.
Hope that is clear, but let me know of any questions.
Budget is an estimate.
Partner Accountancy Limited
100% (127)Projects Completed
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Freelancers worked with
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Projects awarded
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Last project
27 Mar 2024
United Kingdom
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Please could you advise on which accounting software you are currently running, so we can look at the best solution for your situation.
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Can we use open banking api in querying this?
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