Banking Integration Update: View Your Bank and Credit Card Balances In WorkingPoint

We’ve been hard at work on our banking integration and we are excited to announce that the “foundation have been laid!” We know that this is a feature that you are excited about as well so, we have decided to break the feature into 2 parts so we could give you access as soon as possible.

The first part of our banking integration offers Premium subscribers the ability to view financial institution account balances in WorkingPoint. WorkingPoint can securely connect with over 4,800 bank and credit card providers, including PayPal. Connecting to your financial institutions is easy and administrators can set up connections in just minutes. By creating a simple connection between your financial institution accounts and your bookkeeping accounts where you track your business activity in WorkingPoint, you gain real-time insight into your actual cash and credit card liabilities all from where you manage your business: WorkingPoint.

Viewing your bank and credit card balances in WorkingPoint saves you the time and hassle of logging into your financial institution to check your balances so you can see things like, whether or not you have enough cash in your account to cover the check you are about to write or how much you owe on a credit card so you can decide whether or not to order that next shipment using your credit card.

And this is just the beginning! We are actively working on the next part of our bank integration. Soon, WorkingPoint Premium subscribers will be able to import bank and credit card transactions. This will make it easy for you to balance your bookkeeping accounts with your actual bank and credit card accounts.

To learn more about connecting to financial institutions, check out our online Help Center.