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Fleane is committed to data security and is ISO-27001 and ISO-9001 certified. We employ robust security measures, including encryption and restricted access, to protect your financial data at all times.

Yes, Fleane complies with all relevant industry regulations, including those related to Open Banking (PSD2) through our collaboration with Ponto. Our certifications and compliance efforts ensure that your data is handled with the utmost care and legal compliance.

By automating the delivery of bank statements to your accounting software, Fleane eliminates the need for manual data entry, significantly reducing the likelihood of errors and ensuring that your financial records are accurate and reliable.

Key benefits include:

• Time Savings: Automate repetitive tasks and free up time for more productive activities.
• Error Reduction: Minimize manual data entry errors, improving accuracy.
• Daily Updates: Receive daily bank statement deliveries for up-to-date financial records.

The setup process for Fleane’s automation system is quick and efficient, typically completed within a few business days. Our team will guide you through each step to ensure a seamless transition and minimal disruption to your existing workflows. Make sure you have access to your online banking and your online accounting package in place; it’s a matter of minutes to get everything connected and running. With this preparation, requesting a Fleane account for the Bank Statement Processor is all you need.

Integration involves a few straightforward steps:

• Account Setup: Create your Fleane account and configure your basic preferences.
• Bank Connection: Securely connect your bank accounts to Fleane via the secure solution provided by Ponto, which is done directly through Fleane.
• Software Integration: Link your accounting software to Fleane for automated data delivery and match the bank accounts with the corresponding administrations.
• Once set up, wait until the next morning around 07:00 to see the bank statements delivered in your accounting package!

Fleane supports popular accounting software such as Twinfield and Exact. Our integration is designed to ensure smooth data transfer and minimize manual entry errors, streamlining your financial operations. More accounting packages are under development, and feel free to send us your request.

Fleane integrates with over 1,700 banks across 15 European countries, ensuring comprehensive coverage for your financial needs. Our platform is designed to work seamlessly with a wide range of financial institutions to automate your bank statement processes efficiently. We aim to publish a full list and search option shortly. For now, you can always ask Support or call us with your inquiry.

Common issues include connection problems and data imperfections. These can often be resolved by:

• Verifying bank connection: Typically, the consent lasts 180 days by PSD2 rules and may need to be re-issued, which can be done directly in Fleane.
• Checking accounting package connection: Ensure credentials or access rights have not changed; verify this and re-establish connections if necessary.
• Data imperfections: Some banks deliver mediocre data for transaction information. We strive to reorganize, structure, and perfect the delivery to your accounting package. Based on the given output, we do our best in this. In most cases, we—together with Ponto—manage to get better results based on use cases provided by our clients.
• Contacting support: If issues persist, our support team is ready to assist.

Our support team is available via email and by phone to assist with any issues you may encounter. We can also schedule an online meeting to guide you. We are committed to providing prompt and effective support to ensure your experience with Fleane is smooth and trouble-free.