Import Bank Statements (OFX) into Law App
Import an OFX bank statement into Law App when bank feeds aren’t available. Download the file from your bank and upload it, no editing needed.
Import an OFX bank statement into Law App when bank feeds aren’t available. Download the file from your bank and upload it, no editing needed.
No bank feed or OFX file? Learn how to prepare and import a bank statement CSV file into Law App, avoid formatting errors and prevent duplicates.
Connect your bank to Law App using Fiskil to automatically sync transactions every hour — no more manual statement imports.
If a transaction is showing in your internet banking but hasn’t appeared in Law App, here’s how to recover it — from a quick resync through to a manual CSV…
Reconcile your bank statement in Law App, then generate, check and print the monthly trust reconciliation report. Includes a video guide.
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