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Matthew Gertner

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  1. 2,237 votes
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    We continue to see great success with our new Bank Feeds API with a pipeline over over 30 Financial Institutes currently integrating and positive feedback from customers using these bank feeds.

    We’ve completed our roadmap for the next financial year and have decided to not implement a public version at this time in order to maximise opportunities in other areas of our bank feeds product, in particular PSD2 and Open Banking.

    This feature request is still on our backlog and we will be keeping an eye on this forum to understand the use case for a public bank statements API going forward.

    If you are a customer of a financial institute not integrated with Xero and could benefit from having statement data in Xero, encourage them to make use of our API, they can contact us here https://www.xero.com/nz/partner-programs/financialweb/contact/

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    Matthew Gertner commented  · 

    Our bank (Raiffeisenbank) doesn't have a supported feed, so I configured it to send us bank statements daily by email. I think spent a couple of hours hacking together a Python script that downloads the emails and parses the bank statements. The missing step is to import the statements into Xero via the API (I can easily generate OFX, QIF or CSV). Unfortunately I gather that there is no way to import a statement using the API.

    We'll import manually for now but since we are receiving new statements from the bank everyday, it would be fantastic if my script could simply import them automatically (essentially simulating the automatic feed).

    Matthew Gertner supported this idea  · 
  2. 5 votes
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    Matthew Gertner supported this idea  · 
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    Matthew Gertner commented  · 

    For us the main priority is to be able to specify different accounts for different currencies. We book payments in Freshbooks in USD, GBP, EUR and others. Each of these goes into a different bank account. The current Freshbooks integration is useless to us since it assumes that all payments go into the same account, which has to use our primary currency.

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