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
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.
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.
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?
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.
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.
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.
Featured in
Reports
Transaction
download report
Download your report:
Account verification
report
Verify bank account details & control:
Transaction
download report
Download your report:
Account verification
report
Verify bank account details & control:
See how it works
Simple, elegant, effective
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
Testimonials
Pricing Plans
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
Unlimited users
Rollover reports
Schedule reports
Branded reports
Branded emails
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
Branded reports
Branded emails
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
Branded emails
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
Refer armalytix to another firm.
Get £100 together.
Money for you, money for them.
A better working life for you both.
