Accounting features

Getting client bank statements is a pain.
Get the data you need, in moments.

Chasing clients for bank statements for bank feed reconciliations and returns is more frustrating and time-consuming than it needs to be.

Armalytix solves this for you, giving you the data you need quickly, accurately and securely - with an experience your clients will love.

Make your day more productive

Armalytix requests, chases and securely delivers the right client information every time, across multiple accounts, direct from their banks – all in a few clicks.

Add clients once, forget about it and watch the data flow. Focus on the good stuff.

01

Time
saved

No more chasing clients

02

Mistakes removed

The right client data, every time

03

Processing solved

Upload with ease

01

Time
saved

No more chasing clients

02

Mistakes removed

The right client data, every time

03

Processing solved

Upload with ease

Features & benefits

What do I get?

A simple online experience for your clients

Add clients once and forget about it with flexible scheduling

CSVs direct from the bank of exactly the financial data you need

Upload directly to Xero, Quickbooks, Sage or any accounting software

Consolidated transaction and balance data in a single report

Business & personal accounts, credit cards and PayPal

No software download or apps

Available on mobile and desktop

News

Accounting Crypto and Blockchain Financial Services Legal and Property 12.07.22
Fintech Times – The Modern Day Pandora’s Box

With people having multiple sources of financial data, from multiple credit cards and bank accounts to loans of varying sizes, lawyers and financial services professionals are struggling to adapt – and criminals are taking advantage of Pandora’s Box to commit fraud and money laundering. Luckily, open banking can solve most of these issues.

Accounting 1.07.22
ICAEW – Why does the UK have such a problem with fraud?

Britain has long had a problem with fraud, but in the past few years the scale and complexity of fraudulent activities has increased to even more worrying levels.

Accounting 30.06.22
AccountingWEB – Can Open Banking drive a quiet revolution in accountancy?

Since its launch in 2018, progress on the flagship Open Banking initiative has been incremental and occasionally inconsistent. Will the removal of a significant obstacle to adoption and an increasingly diverse range of products in the space help Open Banking deliver on its promise to accountants?

Accounting Crypto and Blockchain Financial Services Legal and Property Press 23.05.22
The Times – In a world of financial crime, proof is critical

It has taken a geopolitical crisis, the exposure of massive fraud around COVID payments and the rise of crypto for it to hit home why anti-money laundering and fraud checks matter at every level. Government and regulators are reacting to increasing financial crime by mandating more checks for more firms in more sectors.

Accounting 29.04.22
Armalytix has been accredited by the Institute of Certified Bookkeepers

Armalytix works for accountants and bookkeepers. In recognition of how simple it is for you and your clients and how it makes your working life better we have been accredited by the Institute of Certified Bookkeepers.

Accounting Crypto and Blockchain Financial Services Legal and Property Press 30.03.22
eWeek – Data, Data, Data

The importance now placed on data collection is huge. Our economy is no longer trust-based, it is now proof-based, and firms are under increasing pressure from regulators to know more about their customers. Add in the fact that companies need to take into account all financial data sources people have, from loans to multiple bank accounts and payslips, as well as non-financial data, such as personal data and identification checks, it is no surprise that companies are struggling to verify this data.

Reports

Transaction
download report

Download your report:

Complete breakdown of client bank transactions and balance
Multiple accounts in one report
Custom time periods
CSV format for simple analysis & upload

Account verification
report

Verify bank account details & control:

Verify account details direct from the bank
Verify account name
Prove ownership and control
Covers business and personal accounts

Transaction
download report

Download your report:

Complete breakdown of client bank transactions and balance
Multiple accounts in one report
Custom time periods
CSV format for simple analysis & upload

Account verification
report

Verify bank account details & control:

Verify account details direct from the bank
Verify account name
Prove ownership and control
Covers business and personal accounts

See how it works

Simple, elegant, effective

Watch the video

Transaction Download Demo

Making it work for your firm

No barriers, get started today or use our APIs to integrate into your existing set-up.

Option 1

Deploy today

Get started right away.

Option 2

Integrated

Fit seamlessly into your existing systems.

What our clients say

'Armalytix has been an innovative time saving tool for both us and our clients which has enabled us to improve on job turnaround times. We look forward to working with Armalytix and our clients when Making Tax Digital for Income Tax is introduced.’

Hannah Lavery - Accountant - Exchange Accountants

'We have been delighted with the service so far – and have been so impressed with how smooth it has made the process. Delays in receiving bank data often mean we don’t start a job for weeks, with Armalytix we email or even SMS the client and the data is back with us within minutes for the date period we need.'

Craig Davies - Owner – NSBA

"We are now able to get access to our clients bank statements for the whole tax year in minutes. It is straightforward to use and saves us valuable time. Our clients are also delighted as this is far easier than having to email over individual statements."

Debbie Luker - Owner - S&L Accountancy Services

Testimonials

Pricing Plans

We offer pricing packages to suit all business types, whether small firm, large firm or platform. Leave your details and we'll get in touch to discuss. If you prefer, use the chat to speak to us now.

Basic

£25 per month

 5 reports included

0 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £2.50

Up to 300 days: £5.00

300+ days: £7.50

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Created by Misrufrom the Noun Project

Unlimited users

Created by Misrufrom the Noun Project

Rollover reports

Created by Misrufrom the Noun Project

Schedule reports

Created by Misrufrom the Noun Project

Branded reports

Created by Misrufrom the Noun Project

Branded emails

Get onboard

Starter

£50 per month

10 reports included

20 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £2.50

Up to 300 days: £5.00

300+ days: £7.50

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Unlimited users

Rollover reports

Schedule reports

Created by Misrufrom the Noun Project

Branded reports

Created by Misrufrom the Noun Project

Branded emails

Get onboard

Pro

£100 per month

25 reports included

50 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £2.00

Up to 300 days: £4.00

300+ days: £6.00

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Unlimited users

Rollover reports

Schedule reports

Branded reports

Created by Misrufrom the Noun Project

Branded emails

Get onboard

Premium

£150 per month

50 reports included

100 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £1.50

Up to 300 days: £3.00

300+ days: £5.00

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Unlimited users

Rollover reports

Schedule reports

Branded reports

Branded emails

Get onboard

Refer armalytix to another firm.
Get £100 together.

Money for you, money for them.
A better working life for you both.

Get started today

No more chasing for bank statements, a simple online experience for your clients. Get the data you need, in moments.

Get onboard