Say Goodbye to Manual Reconciliation – Meet Automatic Bank Feeds!

In today’s fast-paced legal industry, time is money – and every second counts. MatterX Legal Finance, powered by Microsoft Dynamics 365Business Central, is breaking new ground by introducing Automatic Bank Feeds, transforming the way legal practices manage their finances. It’s not just a feature; it’s a game-changer that enables firms to focus on what matters most –serving clients and growing their practice.

Why Automatic Bank Feeds?

Manual bank reconciliations are time-consuming, error-prone, and outdated. With MatterX’s Automatic Bank Feeds, law firms can say goodbye to manual entries and hello to efficiency. By integrating with ACSISS Connect, a trusted solution by SISS Data Services, MatterX ensures that daily bank transactions flow seamlessly into your system, keeping your books accurate and up-to-date without the hassle.

Here’s how Automatic Bank Feeds take your legal finance to the next level:

Automated Daily Imports: No more logging in and exporting bank transactions. MatterX syncs with major Australian banks like ANZ, Westpac, CBA, and NAB, delivering daily updates directly to your accounts.
Trusted Data: Built on Consumer Data Right (CDR) and Direct Feeds technology, ACSISS Connect ensures that your bank data is secure, reliable, and authorised, bringing you complete peace of mind with every transaction.
Error-Free Reconciliation: Manual entry errors can cause major headaches, especially in trust accounting. With Automatic Bank Feeds, your data is as accurate as it gets, reducing the risk of compliance issues and simplifying end-of-month reconciliations.
Seamless Microsoft Integration: Because MatterX is powered by Microsoft Dynamics 365 Business Central, Automatic Bank Feeds are embedded within an intuitive, enterprise-grade system, giving you all the tools to manage trust accounting, billing, and reporting from one place.

How it works

MatterX’s Automatic Bank Feeds connect directly to your bank through ACSISS Connect, a specialised service for secure, automated bank data integration. As transactions post to your bank account, they’re automatically feed into MatterX Legal Finance, ready for you to review and reconcile without lifting a finger. Whether it’s client payments, firm expenses, or trust account transactions, Automatic Bank Feeds handle it all with zero fuss.

For added control, CDR and Direct Feeds from ACSISS Connect ensure that only authorised data flows into your accounts, and since these transactions come directly from the bank, your firm can be confident in their accuracy and security.

One step ahead of the competition

With only a handful of practice management providers offering this advanced functionality, MatterX isn’t just keeping pace– it’s setting the standard. Where others may offer similar capabilities, MatterX goes above and beyond by integrating the power of Microsoft Dynamics365 with the reliability of ACSISS Connect. This isn’t just automation; it’s automation you can trust.

Ready to leap into effortless financial management?

If you’re ready to take your legal finance to new heights, it’s time to join the future with MatterX Legal Finance. By eliminating the burden of manual reconciliation, our Automatic Bank Feeds empower your firm to operate more efficiently, accurately, and confidently.

Don’t let manual processes hold you back. Step up with MatterX and see how Automatic Bank Feeds can streamline your firm’s finances and free up valuable time.

At MatterX, we bridge the gap between Microsoft’s cutting-edge technology and the unique needs of legal professionals. By customising and enhancing Microsoft’s trusted tools, we empower law firms with tailored solutions that streamline operations, enhance client engagement, and drive efficiency. Whether you need to optimise client management, financial processes, or case workflows, MatterX offers innovative solutions to meet your challenges. Discover how MatterX can transform your practice with AI automation—explore our Legal Finance and Legal Connect solutions today.