Overview
SmartBanking for Business allows you to take control of your cash flow, stay on top of your business, while also saving you time and money. The dashboard presents CIBC banking information along with information imported from Xero and industry leading payroll software, to provide a consolidated view of your finances in one convenient location to help you make better business decisions. SmartBanking also automatically sends bank transaction data, directly to Xero to help reduce manual data entry and simplify reconciliation. Combining these features along with access to a range of payment options, makes it easier for you to run your business.
CIBC SmartBanking for Business + Xero
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Say goodbye to all that data entry: CIBC SmartBanking lets you securely exchange transaction data with Xero. That means you’ll be spending less time on data entry and reconciliation.
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Stay on top of your finances: See your payables and receivables at a glance and make payments right from CIBC SmartBanking. Your transactions will be reflected in Xero.
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Link directly to Xero: Effortlessly move between Xero and CIBC SmartBanking to keep up to date on your finances.
Getting started
- Sign up for CIBC SmartBanking.
- Sign on to CIBC SmartBanking. Select Xero as your accounting service on your dashboard.
- Enter your Xero login details and verify your information.
