Instant Bank Transaction Retrieval

Experience the enormous benefits of automatically retrieving, importing and converting transaction data from your financial institutions. Reduce data entry time and prevent typing errors with BankLink™.

Client Testimonials

"With BankLink, after the initial vendor setup, I could post 200 credit card transactions in less than 15 minutes. BankLink efficiently handles all of my credit card accounts and saves virtually all of the time I used to spend on data entry."

Jim Powell, CPA
Boca Raton, FL

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BankLink Features

Update all of your banking transactions

Credit Cards
Debit Cards
Checking
Savings
Bill Payment Services

Timesaving Benefits:

Have bank transactions uploaded automatically
Plan your workload
Schedule your reports
Split single transactions into multiple postings
Capture and post memo information

With BankLink You Can:

Import and post all of your bank, credit card, and bill pay transactions.
Even out your workload.
Work with multiple financial institutions, credit card companies, and bill paying services.
View and edit your transactions.
Catch erroneous transactions.

BankLink is Used By:

Family Office Managers
CPAs
Investment Advisors
Individual Investors
Trust Administrators
Business Managers
Bookkeepers

Improve Accuracy and Update Your Account Balances Automatically

BankLink is an add-on module for Navigator that works with checking, savings, credit card and bill payment transactions. BankLink takes downloaded bank transactions and automatically imports and converts data into a format recognized by Navigator.

With BankLink You Can:

Post credit card and banking transactions automatically.
Store and recall payee and payor information after one initial payee transaction.
Post individual transactions, such as interest earned and automatic payments, without overlap from other FN-generated transactions.
Work with banking transactions from any institution offering direct downloads in OFX, QFX or QIF formats.
Retrieve transactions for later review and posting to your FN records as your schedule permits.
View and sort transactions using BankLink's powerful transaction grid.
Provide subtotals of all transactions with the same date and ID.
Post the transactions you want.

Licensing

BankLink software is licensed for one year with annual renewals required for continued use:

The Professional Office Edition (POE) is licensed by the number of bank or credit card accounts. It is available for 15 to 200 accounts.
The Standard Office Edition (SOE) is licensed by the number of bank or credit card accounts. It is available for 15 and 20 accounts.
The Personal Edition (PE) is licensed by the number of bank or credit card accounts. It is available for 5 and 10 accounts.

BankLink Requirements

All users must have Navigator Version 8.2 plus an Internet connection. Find out about system specifications and requirements.

BankLink Brochure (requires Adobe Acrobat)

View the BankLink Brochure