Use one or the other. While a live bank feed is connected, statement upload is switched off — so the same transactions don’t come in twice.
Bank feed
1
Open Integrations
Go to Settings → Integrations and find the Bank tile. An Owner or Manager can connect it.
2
Connect your bank
Click Connect bank. Pick your bank, sign in to it, and give read-only access to the accounts you want to share. Lean Technologies is regulated by the Central Bank of the UAE, and its live feed covers banks in the UAE. Banking anywhere else? Use statement uploads.
3
First sync
Your transactions start coming in straight away. After that the feed refreshes automatically.
Statement upload
1
Open Cash
Go to Reports → Cash and click Upload statement.
2
Add the PDF
Drop in the statement PDF (up to 20 MB). Optionally mark the account as Business or Personal.
3
Check the transactions
Taskezy reads the statement and adds its transactions to Cash. It works with any bank’s layout.
After you connect
- Reports → Cash shows your balance per account and every transaction. See Finance.
- Ask Tia “how’s cash this morning?” or “what did we pay Plumbus last month?”.
- Your cash position is part of the finance section of the morning brief.
Troubleshooting
- The bank connection times out. Some banks’ connections are unreliable outside working hours. Try again during the working day.
- A statement misses transactions. Email the PDF to support@taskezy.co with what was missed.
- A category looks wrong. Click it on Reports → Cash and change it. The change applies to that transaction.
What’s next
- Finance — cash, what you’re owed, and funding.
- Reports and tax — P&L, balance sheet and VAT.