Bank Book Management: Streamline Your Transactions

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  • What is Bank Book Management?
  • What is Bank Book Management?

    Bank Book Management centralizes and automates tracking, reconciliation, and reporting of bank transactions, simplifying financial management for SMBs and multi-entity businesses. With Gravity Software’s Bank Book feature, you can sync your accounts—checking, savings, and credit cards—with real-time feeds. Easily reconcile transactions and streamline the management of multiple entities all in one place. Say goodbye to manual imports, errors, and lost time.

    Ready to simplify your bank reconciliation process?

    Schedule a Demo with Gravity Software to see how our Bank Book Management feature can save your business time, improve accuracy, and simplify multi-entity financial management.

  • Bank Book Management features and Demo Video
  • Bank Book Management features and Demo Video

    iPad displaying play button to watch the Bank Book Management demo video, showcasing Gravity's multi-entity accounting software features.

    Streamline your financial management with Gravity Software's Bank Book Management features.
    Gravity Software’s Bank Book Management simplifies the process of tracking and reconciling your bank transactions. With real-time synchronization, automated bank reconciliation, and easy access to all your bank and credit card data, you’ll save time, reduce errors, and gain better control over your cash flow. For businesses managing multiple entities, Gravity Software ensures seamless reconciliation across all accounts, providing a unified view of your financials.

    Key features:

    • Streamlined data input:
      Automatically download bank and credit card transactions directly from your financial institutions, whether you’re managing one entity or multiple. Say goodbye to manual data entry, ensuring accuracy across all your accounts and reducing the risk of errors.
    • Simplified banking:
      Manage all your payments and transactions in one place, giving you complete control over cash flows across all bank accounts and credit cards—whether for a single entity or multiple. Stay organized and efficient with Gravity’s comprehensive solution.
    • Automated bank reconciliation:
      Let Gravity Software automatically import and reconcile your bank data across all entities, saving you time during month-end close. With real-time syncing and automated reconciliation, you can ensure accuracy every time and minimize errors in your financial records.
    • All transactions in one place:
      Keep track of all transactions across bank accounts and credit cards in a unified system. Whether managing multiple entities or a single business, you’ll always know exactly where your cash is going and be empowered to make data-driven decisions that impact your bottom line.
    • Effortless bank sync:
      Sync your bank accounts and credit cards with Gravity’s software for automatic updates and easy reconciliation. Integrate with over 12,000 financial institutions through Plaid and Finicity, or use a CSV import for additional connections. This seamless syncing ensures that your accounts are always up-to-date and ready for accurate reconciliation.

    Want to see it in action?

    Watch our demo video below to experience how Gravity’s Bank Book Management feature can streamline your financial transactions, improve accuracy, and simplify your bank reconciliation process, especially when managing multiple entities.

    Screenshot of Gravity Software's Bank Book Entry screen, displaying bank transaction entries and reconciliation options.

    Want to see more?

    After watching the Bank Book Management demo video, explore our 7-minute demo highlights to see how Gravity Software can simplify bank reconciliation, automate financial transactions, and help your business grow with multi-entity accounting solutions.

  • Why choose Gravity Software for Bank Book Management
  • Why choose Gravity Software for Bank Book Management

    Gravity Software, multi-entity accounting software built on the Microsoft Power Platform.

    Gravity Software's Bank Book Management simplifies the way businesses manage their financial transactions across multiple bank accounts. Designed for small to mid-sized businesses, it centralizes and automates the tracking, reconciliation, and reporting of bank transactions, saving time and improving accuracy. With Gravity's seamless integration with financial institutions like Plaid and Finicity, businesses can sync real-time bank feeds and reconcile accounts—checking, savings, and credit cards—effortlessly.

    For businesses with multiple entities, Gravity Software's Bank Book Management streamlines financial management across various business units, ensuring consistency and accuracy in your financial records. Whether you're managing one entity or multiple, Gravity provides a scalable solution that integrates easily with existing accounting systems, reducing manual data entry and preventing errors.

    Work smarter, not harder

    As your business grows, managing transactions across multiple bank accounts can become more complex. Gravity Software simplifies this with automated reconciliation and real-time transaction syncing, giving you better control over your cash flow and financial reporting. You can easily import bank data, update vendor information across multiple entities, and generate reports faster than ever, making financial management easier and more efficient.

    Ready to Streamline Your Bank Book Management?

    Experience how Gravity Software can improve your bank book management and help your business grow. Schedule a demo today to see how our automated reconciliation and real-time syncing—designed for businesses of all sizes and entities—can transform your financial operations.

  • Bank Book Management integration with Finicity and Plaid
  • Bank Book Management integration with Finicity and Plaid

    Bank building with dollar symbol, representing Gravity Software's Bank Book Management integration with Finicity and Plaid.

    Gravity Software offers seamless integration with leading financial platforms like Finicity and Plaid, allowing businesses to automate bank transaction imports, streamline reconciliation, and ensure accurate financial data management. These integrations enhance the efficiency of your Bank Book Management processes.

    Finicity Integration
    Automate the import of bank transactions and simplify reconciliation with Finicity, which connects to over 10,000 financial institutions, ensuring real-time syncing for better accuracy and time savings.
    Plaid Integration
    Easily connect to over 12,000 financial institutions with Plaid to automate transaction imports, reducing manual entry and improving reconciliation speed.
    Watch Gravity in Action
    See how Gravity's multi-entity accounting software simplifies bank reconciliation and financial transaction management in just 7 minutes.
  • What our clients are saying
  • What our clients are saying

    tera-carpenter-head-shot

    “With all the time we’re saving on bank reconciliation, month-end close, and other routine tasks, we can do more financial analysis, budgeting, and providing valuable feedback to the company on strategic direction”

    - Tera Carpenter, Vice President of Finance & Hr, Dr Tavel Family Eye Care

     

    Industry: Healthcare
    Previous Accounting System: Sage 50 Accounting (formerly Peachtree)

    read-the-case-study-gravity-software-red

  • Resources to power your business
  • Resources to power your business

    G2 'Users Love Us' badge, recognizing Gravity Software for its high customer satisfaction with an average rating of 4.0 stars or higher

    Explore valuable resources designed to help you maximize the potential of Gravity Software. From case studies to industry insights, we provide the tools and knowledge to enhance your financial management, streamline operations, and drive growth. Whether you're looking to simplify your bank reconciliation, automate accounting workflows, or optimize multi-entity management, our resources are tailored to help you scale efficiently.

    Bank Aggregation
    CFOs of fast-growing businesses need fast, reliable access to bank and credit card transactions. Learn how Gravity Software makes it easy to automate transaction imports and streamline reconciliation.
    Streamlining Hospitality Accounting
    Learn how Sunray Companies improved efficiency, integrated operational systems, and gained flexibility with Gravity Software's multi-entity accounting solution.
    Poor Bank Management
    Discover how inefficiencies in managing your bank book can stunt your growth—and how Gravity Software can help solve this problem and simplify your reconciliation processes.
    Choosing Accounting Software
    Ready to simplify your bank reconciliation and financial management? Schedule a demo today to see how Gravity Software can transform your processes.
    Multi-Entity Accounting Guide
    Get expert guidance on choosing the right multi-entity accounting software for your growing business, covering essential features, scalability, and integrations for long-term efficiency and growth.
    Overcome Small Business Challenges
    Discover how Gravity Software helps small businesses tackle common pain points, from accounting complexity to time management and multi-entity financial solutions. Read the full article to learn more!
    Watch Multi-Entity Highlights
    In just 7 minutes, discover how Gravity Software’s multi-entity accounting solution streamlines bank reconciliation and financial management across multiple entities, saving time and boosting accuracy.
    Affordable Nonprofit Accounting Solutions
    Learn how Gravity Software, built on the Microsoft Power Platform, offers affordable and transparent accounting solutions for nonprofits, ensuring financial visibility and operational efficiency. Read the article to learn about our special nonprofit pricing!
    Get Start Today
    Discover how Gravity Software can simplify your bank reconciliation and financial management—schedule a demo today!
  • Frequently asked questions
  • Frequently asked questions

    Icon of a person with headset guiding businesses through selecting multi-entity accounting software with Gravity Software

    Got questions? We’ve got answers!

    In this section, you’ll find the most common queries about Gravity Software's Bank Book Management feature. Whether you're looking for more details on automating bank reconciliations, managing multiple accounts, or finding accounting software for multiple businesses, we’re here to help you make the best decision for your growing business.

    Ready to learn more?

    If you don’t see your question here, or you’d like to dive deeper into how Gravity Software’s Bank Book Management can streamline your financial processes, schedule a demo today!

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    What is Bank Book Management in Gravity Software?

    Bank Book Management centralizes transaction tracking, reconciliation, and reporting. It streamlines financial management with automated reconciliation, multi-currency support, and real-time bank feeds.

    How does automated reconciliation work in Gravity Software?

    Transactions are automatically imported from your connected bank accounts, and the software matches them to your accounting entries for accurate reconciliation.

    Does Gravity Software support multi-currency bank accounts?

    Yes, Gravity supports multi-currency accounts, making it perfect for global businesses.

    Can Gravity Software integrate with my bank?

    Gravity integrates with over 12,000 financial institutions through Plaid and Finicity, providing seamless connections to many banks and financial systems. For banks not supported by Plaid or Finicity, Gravity offers a CSV import option for easy data management, ensuring smooth integration and bank reconciliation processes.

    Is it possible to manage multiple bank accounts in Gravity Software?

    Absolutely! Gravity Software is designed for multi-entity businesses and supports managing multiple bank accounts across different entities. Users can view consolidated or individual account details.

    How secure is the Bank Book Management module?

    Gravity Software employs bank-grade encryption and advanced security protocols to protect your financial data. User permissions are customizable, ensuring that only authorized personnel can access sensitive information.

    What reporting features are included in Bank Book Management?

    Gravity Software provides customizable reports, including cash flow analysis, bank account summaries, and reconciliation status. Reports can be exported to Excel or PDF for easy sharing.

    Does Gravity Software support direct ACH payments through the Bank Book Management module?

    Yes, Gravity Software enables direct ACH payment processing for vendor payments and payroll, simplifying electronic transactions directly from your bank accounts.

    Can I import historical bank data into Gravity Software?

    Yes, historical bank data can be imported into Gravity Software to ensure a smooth transition and maintain continuity in financial records.

    What industries benefit most from Gravity Software’s Bank Book Management?

    Multi-entity organizations such as Family Offices, nonprofits, healthcare providers, hospitality and technology companies benefit from Gravity Software’s robust Bank Book Management features tailored to complex banking needs.

    See Gravity's multi-entity accounting software in action

    Get a personalized walkthrough of Gravity's multi-entity accounting software to see how it can streamline your bank reconciliation and financial management.

    schedule a demo with Gravity Software