Books and bank sync
Read-only sync from QuickBooks, Xero and Plaid, statement imports and reconciliation, so you see your money without anything moving it.
Updated
LedgerWhat Books and bank sync is.
Ledger brings your numbers together. Accounting and bank connections are read-only. You can import a statement file and match transactions to invoices. Sync results are kept as receipts.
- Read-only sync from QuickBooks, Xero and Plaid.
- Import a bank statement file.
- Match transactions to invoices.
Step by step.
Steps marked Rolling out are not available for every account yet.
- Authorize
Connect QuickBooks, Xero or Plaid for read-only access.
- Sync or import
Sync, or import a statement file.
- Reconcile
Match imported transactions to invoices.
- Review
Read summaries and performance.
What it works with.
QuickBooks
Xero
Plaid
Who does the work.
Actions that need your approval wait for you, whichever agent prepares them.
- LedgerReads, summarizes and reconciles.
Books and bank sync questions
Questions & answers
What to know about Axiom Helm.
See your money in one place. Read-only sync from QuickBooks, Xero and Plaid. Import a bank statement file. Match transactions to invoices.
Help us improve Axiom Helm. Required storage keeps sign-in working. With your permission, Google Analytics and PostHog measure visits and feature use. Snitcher may identify the company associated with your network IP address. All three stay off unless you accept. You can change your choice in Privacy settings. Privacy
Keep records distinct from money movement.
Review invoices and payments for invoice work, and team access before sharing company records.
Use scheduled reports to bring selected summaries back for review.