# Bank feeds for BriefcaseOne

> Canonical page: https://briefcase.so/changelog/2026-04-20
> Briefcase content index: https://briefcase.so/llms.txt

Connect a bank account to BriefcaseOne to automatically pull in transactions, extract merchants, predict the business, categorise, and reconcile or cash code on autopilot.

[All Updates](https://briefcase.so/changelog)

Update

Connect a bank account to BriefcaseOne to automatically pull in transactions, extract merchants, predict the business, categorise, and reconcile or cash code on autopilot.

20 April 2026

## Bank feeds for BriefcaseOne

BriefcaseOne now supports connecting a bank account to automatically pull in transactions from a selected time range.

When a bank transaction is retrieved, Briefcase runs:

-   Merchant extraction
-   Business prediction - Briefcase predicts which business the transaction belongs to (applies when the individual has more than one sole trade, UK property, or foreign property)
-   Categorisation
-   Tax rate prediction

![Bank transaction with extracted merchant, business, category, and tax rate](https://briefcase.so/images/changelog/2026-04-20-bank-feeds-extraction.png)

Once the essential information is extracted, Briefcase considers two options for posting the transaction to the general ledger.

First, it tries to find a matching invoice (cross-currency reconciliation is supported). If a match is found and all AI autopilot checks pass, Briefcase automatically reconciles the transaction.

![Bank transaction reconciled with a matching invoice](https://briefcase.so/images/changelog/2026-04-20-bank-feeds-invoice-match.png)

If no invoice match is found and Briefcase has learned that you consistently cash code similar transactions, it will cash code this one automatically.

![Bank transaction cash coded automatically based on learned patterns](https://briefcase.so/images/changelog/2026-04-20-bank-feeds-cash-code.png)

To connect a bank feed, go to Bank → Add bank → Connect bank feed.

![Bank page showing Add bank menu with Connect bank feed option](https://briefcase.so/images/changelog/2026-04-20-bank-feeds-connect.png)

You can choose from 82 UK institutions. Once connected, Briefcase fetches all transactions within the selected time range, then pulls new ones every 6 hours.

Consent to pull transactions lasts 90 days. 10 days before it expires, you'll be asked to reconfirm whether you'd like to grant another 90 days.

![Consent reconfirmation prompt for extending bank feed access by another 90 days](https://briefcase.so/images/changelog/2026-04-20-bank-feeds-consent.png)

[

PreviousHMRC quarterly submissions

](https://briefcase.so/changelog/2026-04-07)[

NextPublishing transactions to cash account in BriefcaseOne

](https://briefcase.so/changelog/2026-05-05)