Transact Automated Remuneration Statements

This integration automatically downloads provider statements from Transact into Plannr’s income reconciliation engine. It will check daily for new statements from both your onshore and offshore accounts and also supports syncing from multiple accounts (that is, you can manage multiple Transact Adviser Firms under the one Plannr account).

The transactions from the providers will be automatically reconciled to expectations if they already exist, using the standard Plannr income reconciliation rules.