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Bank Statement Import

Import and post MT940, OFX, CSV and Excel statements.

Statements from banks without a direct connection are uploaded as files; rule-based matching links receipts and payments to ledger and accounting accounts.

  • Ready templates for common banks
  • Rule-based automatic posting

What it does

  • MT940 / OFX / CSV
  • Rule-based posting

Documents

Setup guide 147 KB

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