Invoisary
All features

Banking

Bank connections via PSD2*

Bank accounts are connected through a PSD2 aggregation provider. Accounts, balances and account lines then arrive automatically.

* Available on request.

Connected bank accounts in Invoisary with balance, available funds and consent expiry.

What is included

The bank account delivers its own data.

Connect real bank accounts through PSD2, import balances and account lines, and keep consent in view.

Set up the connection

Search for your bank, authorize access, done. Accounts, balances and account lines are imported.

Consent in view

Consent expiry is tracked with a remaining-days indicator and a clear path to renew it.

Decide per account

Each account can individually be enabled for automatic account-line fetching or for use in payments.

A bank account row with balance and remaining consent validity.

More in the same area

Banking and reconciliation

Bank account lines in Invoisary with assigned payments, linked invoices and an add-link action.

Bank transactions

Transactions from your bank or from statement files, without double entry.

The matching dialog for a bank account line with an invoice suggested by amount.

Reconciliation

Suggestions by amount, warnings on mismatch, and invoices created from a line.

Invoisary

Invoisary. Invoices, expenses, and budgets in one workflow.

* Available on request.