Owner Problem
Bank feeds are useful, but they are not the same thing as finished books. A feed can bring in activity faster while still leaving the owner with uncategorized transactions, duplicate imports, missing context, and reports that are not ready.
Automation should reduce data entry. It should not remove review.
How This Helps
- Uses feeds to speed up transaction capture without trusting every item blindly.
- Keeps high-risk items, owner activity, payroll, loans, sales tax, and transfers in review.
- Creates portal questions when the business purpose is not clear.
- Supports cleaner reports because bank activity is reviewed before it is treated as final.
Next Step
Read the tax strategy guide and decide which bank and card activity should be connected, exported, or reviewed each month.