Home/Features/Bank Account

Balances beside the ledger, not in another tab.

Accounts, balances and transactions held alongside invoices and bills so reconciliation is a check rather than an exercise.

FinancePart of
7Modules in this area
AllPlans include it
qubi360.com / finance / bank-account
Receivables ageing Open balance
Current 58%
1–30 days 30%
31–60 days 9%
60+ days 3%
What it does

Built so the money side stops lagging the work

Three things the Bank Account module handles, so your team spends its time on the work rather than the admin around it.

01

Multiple accounts

Operating, tax and currency accounts each tracked separately.

02

Transactions with context

Receipts and payments linked to the invoice or bill they settle.

03

Reconciliation view

What is matched, what is outstanding and what needs attention.

How it connects

Bank Account is not a standalone tool

It shares a database with every other module, so a record carries its history forward instead of being re-typed at each stage.

Questions

Common questions about Bank Account

Does it connect to my bank?

Statements can be imported for reconciliation. Direct bank feeds depend on your bank and region — our team will tell you what is available before you commit.

Can we hold accounts in different currencies?

Yes, each with its own balance, and reporting can consolidate at the rate you choose.

Is Bank Account included in every plan?

Every Qubi 360 plan carries all 43 modules. Your admin decides which are switched on for the company, and separately what employees and clients can reach.

Start today

Get paid without the month-end scramble

Fourteen days, every module, your own data. Free onboarding support included.

No credit card · Cancel anytime

Every plan includes
  • CRM & Sales
  • Projects & Time
  • HR & People
  • Finance
  • Support & Workspace
  • Platform & Admin
1 day Typical setup time
12,000+ People using it daily