Access your client's bank data with ease

This guide is made for accountants and bookkeepers who want a better way to manage and access client bank transaction information.

What's Inside:

  • Why Open Banking Matters to You: Understand how it’s changing the way accountants and bookkeepers work.
  • Get Started with Confidence: Get clear answers to your questions about how it works.
  • Faster Bank Reconciliations: Save time with instant access to complete transaction data at your fingertips.
  • Simplified End-of-Month Closing: Close the books faster with up-to-date information.
  • Better loan and lending services: Access detailed transaction histories for more informed advice.
  • Effortless Client Onboarding: Easily gather and manage bank transaction data from new clients in record time.
Trusted by over 100 banks including:
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No more paper authority forms

Gain access to your clients’ bank accounts without paper authority forms or sharing online banking passwords. Your clients securely share their data with you via ACSISS My Data.

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Bank statements & data in one place

ACSISS Adviser puts you in control. You can securely receive all of your clients’ transactional data every day, and produce statements on demand.

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Export. Download. Integrate.

ACSISS Adviser allows you to use clients’ bank data in different ways. You can produce a CDR bank statement, or export data for use in accounting and other systems, or simply extract data as a CSV or OFX file.