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  1. Import bank statement lines via the API

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    252 comments  ·  Accounting API » Banking  ·  Admin →
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    working on it  ·  AdminKelly (Admin, Xero Developer Centre) responded

    Thanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we’re looking forward to sharing more as development and testing progresses.

    This release will support ingestion of bank statement data via the Bank Feeds API for accounts where a bank feed has not been established and allow customers to automate the current manual file upload process.

    As part of this work, we’ll be running a beta with a small group first (from mid June) so we can test the experience and gather feedback before broader availability. We’ll continue to post updates here as we reach key milestones.

    Sasha Hryciuk supported this idea  · 
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    Sasha Hryciuk commented  · 

    Hello Kelly,

    Loft47 would like to be considered for participation in the import Bank Statement lines beta.

    We have been a Xero ecosystem partner for almost a decade and Xero was our first and only integration for the first 5 years of the companies growth.

    Our focus is on financial data governance, compliance, audit readiness, and the management of trust accounts for Real Estate Brokerages. Trust accounts are highly regulated and with access to the statement lines, we'd be able to provide a unique advantage to promote Xero adoption in the industry.

    We would be happy to provide feedback and testing along the way.

    Thanks,

    Sasha