Bank Book Management

schedule a demo with Gravity Software

Streamlined data input from financial institutions

Linked transactions

Simplify data input and ensure accuracy by automatically downloading bank and credit card transactions.

Simplified banking

Access  and manage payments and transactions across all bank accounts so you’re always in control of cash.

Automated bank reconciliation

Automatically import transactions from your financial institutions and quickly reconcile checking, savings, and credit card accounts.

Gravity-Software-Bank-Book-Management

All transactions in one place

Keep track of all of your transactions across bank accounts and credit cards with Gravity Software’s Bank Book Management feature. Get detailed information about where your cash is going so you can make important decisions that impact your bottom line.

Effortlessly sync your bank accounts and credit cards with your accounting system for seamless updates, automated transaction matching, and effortless bank book reconciliation.

For banks not included in the 12,000 institutions in North America that Plaid connects to, we have a CSV import to bring in transactions to our Bank Matching Screen.

 

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


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Get started with Gravity Software today!

schedule a demo with Gravity Software

Frequently
asked
questions

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What is Bank Book Management in Gravity Software?

Bank Book Management in Gravity Software centralizes and automates bank transaction tracking, reconciliation, and reporting. It streamlines financial management by integrating real-time bank feeds, multi-currency support, and automated reconciliation, making it easy to maintain accurate records.

How does automated reconciliation work in Gravity Software?

Gravity Software automatically matches bank transactions to your accounting records using advanced algorithms. This reduces manual effort, improves accuracy, and highlights discrepancies for quick resolution.

Does Gravity Software support multi-currency bank accounts?

Yes, Gravity Software supports multi-currency transactions, enabling seamless management of bank accounts in different currencies. Exchange rates can be automatically updated for accurate financial reporting.

Can Gravity Software integrate with my bank?

Gravity Software connects with most major banks through trusted partners like Plaid and Finicity. Before implementation, we verify compatibility with your bank to ensure seamless integration.

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, and technology companies benefit from Gravity Software’s robust Bank Book Management features tailored to complex banking needs.