Securely access all client bank data in one place
ACSISS Adviser eliminates the need to chase clients for bank statements and data files.
No more password sharing or screen scraping. Built for the accounting industry. Powered by Open Banking.
“With ACSISS Adviser we can now have a consistent experience for every client on every software, with every bank.”
– Rebecca Mihalic, businessDEPOT
“With ACSISS Adviser we can now have a consistent experience for every client on every software, with every bank.”
– Rebecca Mihalic, businessDEPOT
ACCESS TO OVER 100 BANKS AND OTHER FINANCIAL INSTITUTIONS
Stop chasing clients for missing bank data
Win back hours lost due to incomplete data and poor bank feeds. Complete bookkeeping and compliance work faster with ACSISS Adviser.
No more paper forms
Connect your clients’ bank accounts without paper forms or sharing online banking passwords. Your clients share their data with you via ACSISS My Data.
View all bank feed data in one place
ACSISS Adviser puts you in control. You can securely receive all of your clients’ transactional data every day.
Export. Download. Integrate.
ACSISS Adviser allows you to use clients’ transaction data in different ways. Data can be exported for use in accounting and other systems, or simply extracted as a data file (eg. CSV, OFX)
Pricing
Open Beta Pricing
$20
Per month (billed annually)
- Connect your clients’ bank accounts through ACSISS My Data
- View all of your clients’ banking data in one place
- Export or integrate banking data for use in accounting and other systems
How much does ACSISS Adviser cost
ACSISS Adviser costs $20 per month, billed annually and paid upfront per practice.
How many people can I invite into my account?
You can have unlimited team members join your account from within your firm
How many bank accounts can I connect to ACSISS Adviser?
You can connect 120 bank accounts as part of your subscription. Additional accounts are billed at 20c per account, per month.
Say goodbye to screen scraping and unreliable data feeds
FAQ
How is ACSISS Adviser different from current bank data feeds?
Many existing data feeds rely on screen scraping, which involves sharing bank login details and is often unreliable or incomplete. ACSISS uses Open Banking to securely collect and share your clients’ data
What is Open Banking?
Open Banking is an initiative under the Consumer Data Right (CDR) legislation in Australia. It allows individuals to securely share their banking data, such as transaction history and account balances, with accredited third-party providers such as ACSISS.
How do clients share their data?
Your clients will use ACSISS My Data to collect their transaction data using Open Banking and securely share it with you. Your clients no longer need to complete paper authority forms or share banking passwords, and you’ll never have to ask them for a bank statement again!
How much data can clients share?
The Consumer Data Right mandates that banks share data starting from January 1, 2017. This means all transactions from that date onwards are generally available to be shared with Accredited Data Recipients (ADRs) like ACSISS.
However, there are a few considerations regarding the availability of transactions. Check this article for more information.
What types of accounts are available to share?
In general, all types of bank accounts can be shared if you meet the eligibility criteria. This may even include closed accounts. However, there are a few reasons why an account may not be available for sharing. Check out this article to learn more.