All features

Banking

Match transactions to invoices

Every imported account line can be reviewed and linked to an invoice or a payment, whether it came from the bank connection or from a file.

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

What is included

Statement lines and invoices find each other.

Invoisary suggests matching invoices by amount, warns when amounts differ, and creates invoices from unmatched lines.

Suggestions by amount

Matching invoices are proposed. When the amounts do not line up, Invoisary says so instead of linking silently.

Create from the line

When no invoice or payment exists yet for a transaction, it can be created directly from the line.

Focus through filters

Filters cover the account, the direction of the amount, and whether a line already has a payment.

A bank account line with its matched invoice.

More in the same area

Banking and reconciliation

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

Bank connectivity*

Connect accounts and import balances and transactions automatically.

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.

Invoisary

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