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Question

Bank Feeds in Canada (BMO)


jeff00
Freshman I

Wondering if anyone is successfully using Bank feeds in Canada? Looking for strategies that work.  The client banks at BMO and BNC and we’ve had a hard time making connections to either. We’ve tried both Plaid and MX with no real success.  We did have a connection to BMO but using a bank card instead of normal account credentials but that has since stopped working. And at one point we were able to connect successfully using MX but the Refresh did not return any transactions on accounts that definitely had transactions.  Very frustrating!

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Hello ​@jeff00,

In 2024 R2 there is a new function to use Bank Feed from File using Secure SFTP. Have you explored this option with BMO Bank?

https://acumatica-builds.s3.amazonaws.com/builds/24.2/ReleaseNotes/AcumaticaERP_2024R2_ReleaseNotes.pdf

Regards,

Amaan Fazeer


jeff00
Freshman I
  • Freshman I
  • January 14, 2025

Thank you Amaan.  I did see that earlier when R2 was announced but we still have another month before its rolled out for us.  But good suggestion. Will contact the bank and see if they will support it.

 

Thanks!

Jeff.


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  • Semi-Pro III
  • January 14, 2025

@jeff00 we try to connect with BNC, we can connect to BNC with Plaid but we dont see all the credit card without any known reasons.

 

We arent able with MX at this time and we don’t know why!

Interresting!

I attached the list of institution of Plaid for Canada, if needed(we got it via Plaid API )


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