Bank Feeds SuiteApp

Important:

Not every financial institution connection experience is the same and not all financial institutions can be accessed, or accessed reliably, using the Bank Feeds SuiteApp. Several factors may affect whether the Bank Feeds SuiteApp can connect to your financial institutions, including factors outside of NetSuite's control.

Also, the Bank Feeds SuiteApp only supports certain bank or payment accounts. Selecting an unsupported account type such as a loan, mortgage, or investment may not work with your bank feeds setup.

To see what you need to know before using the Bank Feeds SuiteApp to connect to your financial institution, see the Important Things to Note section of Setting Up Bank Feeds Integration.

The Bank Feeds SuiteApp enables you to automate the transfer of your bank data from certain financial institution accounts into NetSuite. The SuiteApp uses the Financial Institution Connectivity Plug-In and an authorized account information service provider to securely access your online financial institution data.

Watch the following video for a brief overview of the Bank Feeds SuiteApp:

The SuiteApp retrieves bank data daily to ensure that everything in your bank account shows up in NetSuite. It then imports the data into your account to help with bank reconciliation. This process saves you from having to manually import and match your banking data in NetSuite.

This SuiteApp lets you connect to certain financial institutions that operate globally, and some that are country-specific. For some connected financial institutions, the SuiteApp enables you to:

Receive cleared and processed bank transactions daily from your financial institution accounts
Automate the import of bank transactions and account balances daily from your financial institution accounts into NetSuite
Manually start a real-time import of your bank transactions and account balances into NetSuite

Supported Financial Institution Account Types

The account types that the Bank Feeds SuiteApp support depends on several factors, including which country your financial institution is in. Refer to the following table for a list of supported account types.

U.S. and Canada	PSD2 Regulated Countries Within Europe	Non-PSD2 Regulated Countries Within Europe	Other Countries (New Zealand, Philippines, Singapore, and Thailand)
Credit Card	Payment Accounts (Credit Card, Debit Card, and Ewallet)	Payment Accounts (Credit Card, Debit Card, and Ewallet)	Payment Accounts (Credit Card, Debit Card, and Ewallet)
Checking and Savings	Bank Deposit Accounts (Savings and Checking)	Bank Deposit Accounts (Savings and Checking)	Bank Deposit Accounts (Savings and Checking)

U.S. and Canada

PSD2 Regulated Countries Within Europe

Non-PSD2 Regulated Countries Within Europe

Other Countries (New Zealand, Philippines, Singapore, and Thailand)

Credit Card

Payment Accounts (Credit Card, Debit Card, and Ewallet)

Checking and Savings

Bank Deposit Accounts (Savings and Checking)

The SuiteApp connects to your financial institution through either of the following, depending on your financial institution's requirements:

Simple login – Enter your username and password to connect to your financial institution.
Multifactor authentication (MFA) – In addition to your username and password, you'll need to provide authentication information, like a one-time password or two-factor authentication (2FA), to confirm your identity.

Read the following topics to learn more about the Bank Feeds SuiteApp:

General Notices