Feature
Bank feeds and a client portal that chases documents for you
The slowest part of month-end is usually not the bookkeeping. It is waiting on a client who has not sent the receipts, then emailing them again about the three charges nobody can identify. The portal exists to shorten that loop.
Bank transactions as drafts
Clients can connect a bank account through Plaid, and imported transactions arrive as draft lines in the same ledger as extracted documents. Keeping both in one place is the point: the review step is where a transaction gets matched to its receipt, and that is difficult if the two live in separate systems.
Coverage is worth checking per client. Plaid's institution support and statement retrieval are stronger for United States banks than Canadian ones, so for many Canadian clients a Drive folder or direct upload remains the more dependable channel. Both paths lead to the same ledger.
A portal with nothing to set up
Clients reach the portal through a magic link. There is no password to reset, no account for your staff to provision, and no software for the client to learn, which matters when the client is a contractor answering email from a truck.
From that link they can upload documents, connect a bank account, and answer clarifying questions. The portal is scoped to their own file and nothing else.
Questions attached to the transaction
When a bookkeeper cannot tell what a charge was for, they raise a clarifying question against that line and the client answers it in the portal. The answer stays attached to the transaction, so the reasoning is on the file rather than in an inbox. Six months later, when someone asks why a line was coded the way it was, the answer is on the row.
Common questions
- Do clients need an account to use the portal?
- No. Access is by magic link, so there is no password to manage and nothing for your staff to provision.
- Do Canadian banks work with the Plaid connection?
- Coverage varies by institution and is generally better for United States banks. For many Canadian clients, a linked Drive folder or direct upload of statements is more reliable, and both feed the same ledger.
- Are bank transactions posted automatically?
- No. They import as drafts and follow the same review and approval path as extracted documents.
Related features
Review controls and audit trail
Draft, approved, and excluded states, field-level version history, a month-end checklist, and period close, so a reviewer can prove how a number was reached.
Receipt and invoice data extraction for bookkeeping firms
Veridbooks reads a client's receipts, invoices, and statements and drafts coded ledger lines your staff review, so month-end starts from a populated ledger instead of an empty one.
GST/HST and provincial tax coding across your client base
Per-client GST, HST, PST, and Quebec QST defaults, printed-tax capture on receipts, business-use allocation on each line, and workpapers built for firm review - not a substitute for filing.
See whether it fits your practice
Tell us how many clients you carry, which provinces they are in, and how their documents reach you today.