CDR Integration

• What feature do you want to see in Sharesight?

Bank account integration using CDR

• Why do you want it?

To simplify integration into Sharesight and avoid manually entering transactions.

• How is this affecting you?

I have to manually enter transactions.

• Do you currently have a workaround solution? If yes, what is it?

I have to manually enter transactions.

• Can we reach out in future to ask follow up questions about this idea?


Note, please don’t suggest xero - that would more than double my costs, and isn’t a solution. Sharesight is getting close to too expensive as is, without suggesting I need to double my costs as a solution.