Kelpic

Bank Account Sync

Automatically sync your bank accounts to keep financial records up-to-date. No more manual data entry with our secure bank account synchronization.

Bank Sync Dashboard

Monitor your connected accounts and transaction sync status

Bank Account Sync

3 accounts connected • Last sync: 2 minutes ago

Connected Accounts

3

Transactions Today

47

Sync Status

Live

Connected Banks

Chase Bank

Account ending in 1234

Connected
Wells Fargo

Account ending in 5678

Connected
Bank of America

Account ending in 9012

Connected

Recent Synced Transactions

Rent Payment

Chase Bank • 2 min ago

+$2,200

Auto-categorized

HVAC Repair

Wells Fargo • 15 min ago

-$450

Auto-categorized

Complete bank synchronization solution

From secure connections to intelligent categorization, our tools help you eliminate manual data entry and keep your books current.

Secure Bank Connections

Connect your bank accounts with enterprise-grade security

  • 256-bit encryption
  • Multi-factor authentication
  • Read-only access
  • Bank-level security
  • Bank-level security

Real-Time Transaction Sync

Automatically import and categorize transactions

  • Instant transaction updates
  • Automatic categorization
  • Duplicate detection
  • Historical data import
  • Multi-account support

Smart Categorization

AI-powered transaction categorization and organization

  • Machine learning categorization
  • Custom category rules
  • Property-specific tagging
  • Vendor recognition
  • Expense type detection

Reconciliation Tools

Streamlined bank reconciliation and error detection

  • Automatic reconciliation
  • Discrepancy detection
  • Manual adjustment tools
  • Audit trail tracking
  • Error resolution workflow

Multi-Bank Support

Connect and manage multiple bank accounts seamlessly

  • Multiple bank connections
  • Account consolidation
  • Cross-account transfers
  • Unified transaction view
  • Account-specific rules

Data Export & Integration

Export data and integrate with accounting software

  • QuickBooks integration
  • CSV/Excel export
  • API access
  • Custom data formats
  • Scheduled exports

Why bank account sync matters

Manual data entry is time-consuming and error-prone. Automated bank synchronization helps you maintain accurate, up-to-date financial records.

Save Hours Every Week

Eliminate manual data entry and spend your time on more valuable activities like growing your business and serving tenants.

Reduce Errors

Automated synchronization eliminates transcription errors and ensures your financial records are always accurate.

Real-Time Updates

See transactions as they happen, giving you immediate visibility into your cash flow and financial position.

Smart Categorization

AI-powered categorization automatically organizes your transactions, making it easier to track expenses and generate reports.

Sync Process

From bank to your books

Bank transaction occurs
Secure data transfer
AI categorization
Updated in your books

Ready to automate your bank data entry?

Join property managers who are using bank account sync to eliminate manual data entry, reduce errors, and keep their books current automatically.

14-day free trial
No credit card required
Setup in minutes