Native Salesforce Partner, Accounting Seed, brings the completely redesigned Bank Direct Connect feature to market this November for smoother, more sophisticated bank transaction data management that fully embraces Salesforce’s Lightning technology.
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“The new and improved Bank Direct Connect feature brings the power of Accounting Seed’s automation capabilities and Salesforce’s technology together for a seamless user experience,” said Accounting Seed Chief Product Officer, Caroline Beatson. “We’re committed to product updates that benefit our customer base as a whole, and the Jasmine Release is doing just that – driven by customer feedback.”
Users can expect the following Bank Direct Connect enhancements with the Jasmine Release:
- Updated user interface (UI) and user experience (UX) with the adoption of Salesforce Lightning.
- Built-in automation to match and add bank transactions.
- Custom user-defined transaction matching rules for faster transaction management.
- And more!
“Bank transaction mapping and management is a critical process in accounting. The Jasmine Release will save our users time every day mapping their bank transactions because of the automation and user-defined matching rules. It’s a game-changer, especially for those with high transaction volume,” said Beatson.
