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Keep your bank history when you reconnect, plus Advisory in Atlas

· 3 min read
Shawn Vader
Shawn Vader
CTO at Fiskl

When you reconnect a bank, you now choose which of your existing accounts the feed continues into, so your history and reconciliations stay in one place. This release also shows which paid invoices have reached your books, adds bank and reconciliation status to your Chart of Accounts, and brings Advisory to accountants in Atlas.

Reconnect a bank and carry on where you left off​

Bank providers such as Yodlee and Salt Edge issue new account IDs each time you reconnect. Fiskl now asks where each reconnected account should go, listing your existing bank and credit card accounts with the closest match first. Pick your existing Chase Checking and the feed carries on from where it stopped. Nothing is imported twice and your reconciliations are untouched.

If you reconnected before this release and have two accounts with the same name, you can now bring them back together. Change linked account points the live feed at your original account and archives the empty copy. Moving transactions now previews exactly what will change, including reconciled periods, before anything happens. And a duplicate check spots matching transactions across accounts and clears the later copies, leaving anything reconciled or linked to a payment alone. The walkthrough is in Reconnecting a Bank and Fixing Duplicate Accounts.

Bank and reconciliation status at a glance​

Your Chart of Accounts and the Transactions page now show a badge on every account with a bank feed or reconciled periods. Hover to see the provider, the last refresh and the last reconciled period. The bank badge is green when the feed refreshed in the last two days, amber when older, and grey when disabled. See Chart of Accounts.

Know which paid invoices have reached your books​

Marking an invoice paid records the payment on the invoice. Your books count it once that payment is matched to a bank transaction. Fiskl now shows both, so you always know where each payment stands:

  • Paid and Partial invoices show Not reconciled, Partially reconciled or Reconciled beneath their status.
  • A Needs reconciling tab lists the invoices still to match, and Reconcile payment takes you straight there.
  • Filter to one client to see Marked paid on invoices next to Still owed in your books. The same figures appear on the client record.

See Paid vs Reconciled.

Invite any accountant, on Atlas or not​

You can now invite your accountant from Fiskl whether or not they use Atlas yet. If they're new to Atlas, Fiskl emails them the steps to create a free account, and your invitation is waiting when they sign in. That includes accountants moving across from our previous accountant portal. See Inviting Your Accountant.

Advisory in Atlas​

Advisory ranks your clients by what needs attention first: overdue receivables, bank feeds that need reconnecting, tax filings coming due and low cash runway. Open a client to see the figures behind each item, snooze or dismiss what you've handled, and draft a note to the client with AI, built only from the figures on screen, to send from your own email. Start with the Advisory Overview.

What to do next​

If you're an accountant on Atlas, open each client once with Access Fiskl so Advisory can include them.

— Shawn Vader, CTO