Skip to main content

New — bank reconnects without duplicates, paid vs reconciled, and Advisory in Atlas

· 5 min read
Shawn Vader
Shawn Vader
CTO at Fiskl

Reconnecting a bank no longer leaves you with a second copy of the account. This has been one of the longest-standing problems in Fiskl, and this release tackles it from several directions. Alongside it: a clearer view of what a client really owes you, bank and reconciliation status in your Chart of Accounts, and Advisory for accountants in Atlas.

Reconnecting a bank without the duplicate​

When you reconnect a bank through Yodlee or Salt Edge, the provider issues new IDs for every account. Fiskl had no way to tell that the "new" account was the one you already had. So it created a fresh ledger account and imported your history into it again. You ended up with two Chase Checking accounts: one holding your history and reconciliations, the other receiving the live feed.

Now you get the choice. When a reconnect returns your accounts, Fiskl lists the ledger accounts each one could write to, from your Cash and Cash Equivalents or your Credit Cards, with the closest match first. Pick your existing Chase Checking and the feed carries on where it left off. Nothing is imported twice, and your reconciliations are untouched. Leave it on Create new account on import only when the account really is new.

If a reconnect has already left you with two copies, you can now repair it:

  • Change linked account on the banking card points the live feed back at your original ledger account. A preview shows what will move, what the original already holds, and the date the feed continues from. The empty copy is archived afterwards.
  • Move in the transaction list now checks the move before anything happens. It shows which reconciled periods would be affected, which rows would stay behind, and which links travel with them. Move everything out of an account and its reconciliation history can come too.

There is also a new duplicate check. When an account holds transactions that also exist in another account, a strip above the list says so. Review shows each match and why it matched, then removes the later copies. Anything reconciled or linked to a payment is left alone.

The full walkthrough is in Reconnecting a Bank and Fixing Duplicate Accounts, and everything the move dialog checks is in Moving Transactions Between Accounts.

Bank and reconciliation status in your Chart of Accounts​

Each ledger account in your Chart of Accounts now shows a bank badge when a bank feed writes into it, and a tick badge when it has reconciled periods. Hover over either for the provider, the last refresh, or the last reconciled period. The bank badge is green when the feed refreshed in the last two days, amber when it is older, and grey when it is disabled.

The same badges sit beside the balance in Accounting > Transactions. When two accounts share a name, this is how you tell which one has the live feed and which one has your history. See Chart of Accounts.

One question has come up more than any other: "My invoice says Paid, so why does my client still owe me in my books?" Marking an invoice paid records the payment on the invoice. Your books only count it once that payment is matched to a bank transaction.

Fiskl now shows that difference instead of leaving you to work it out:

  • Every Paid or Partial invoice shows a second line under its status: Not reconciled, Partially reconciled or Reconciled.
  • A Needs reconciling tab above the invoice list narrows it to the invoices still waiting, and Reconcile payment in the row menu takes you straight to the match.
  • Filter the invoice list to one client and a summary shows Marked paid on invoices next to Still owed in your books. The same breakdown appears on the client record under Invoice Statistics.

See Paid vs Reconciled.

Invite an accountant who isn't on Atlas yet​

You can now invite your accountant from Fiskl even if they don't use Atlas yet. Until now, they had to be set up in Atlas before you could invite them.

When Fiskl can't find your accountant on Atlas, it emails them the steps to create a free account instead. Your invitation waits for them and appears in Atlas once they have signed up. This also covers accountants who used our previous accountant portal, since those logins don't carry over to Atlas. See Inviting Your Accountant.

Advisory in Atlas​

For accountants, Atlas now shows which clients need your attention, and why. Advisory watches every connected client for signals such as overdue receivables, broken bank feeds, tax filings coming due and low cash runway. It then ranks your clients by urgency.

Open a client to see the figures behind each item, then snooze or dismiss what you have handled. You can also draft a note to the client with AI, built only from the figures on screen, and send it from your own email. Start with the Advisory Overview.

What to do next​

  • If you have reconnected a bank before and see two accounts with the same name, check the badges in your Chart of Accounts. Then use Change linked account to point the feed back at the original.
  • If you are an accountant on Atlas, open each client once with Access Fiskl. Advisory only reads clients whose connection is complete.

— Shawn Vader, CTO