Set up a Bank Fetch connection to automatically collect new bank statements from your bank’s website.
Important: This feature is only available in Australia.
Once collected, bank statements can be found in the Bank workspace.
Setting up a Bank Fetch Connection
To set up a Bank Fetch connection:
- Go to Business Settings, then Connections.
To set up a bank fetch connection in the legacy Dext experience, go to Connections in the sidebar, then Bank.
- On the Connections page, go to Bank connectors and click Connect.
![](/static/b0fc5e91c11da2417a16c5c949b8ed5c/Screenshot2024-12-02at2.06.33PM.png)
- On the bank fetch page click the Connect button.
![](/static/c9ee326d0c436308abc2678e64f0dac7/Screenshot2024-12-02at2.08.22PM.png)
- Find your bank and click the Connect button.
![](/static/d84a2819fffa2435f1d861d814675794/Screenshot2024-12-02at2.14.18PM-1.png)
- Select the Document owner for each statement collected by bank fetch, then click Connect.
![](/static/33297762cf8d208aa99148cd3cdd9044/Screenshot2024-12-02at2.16.19PM.png)
- Next, enter the the bank account login details to authenticate the connection, and select a date to collect documents from, and any other required information. When ready click Connect.
![](/static/38a2186d9f1d0e13e8ade5db931de49e/Screenshot2024-12-02at2.43.42PM.png)
- Once successful, you will return to the Bank fetch page where the bank account will be listed as ‘Connected’.
Managing a Bank Fetch Connection
To manage a bank fetch connection:
- Go to Business Settings, then Connections.
- Go to Bank connectors and click Manage next to the listed bank.
To manage a bank fetch connection in the legacy Dext experience, go to Connections in the sidebar, then Bank.