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Enable Banking

Bank statements are retrieved automatically over the open banking (PSD2) interface — payments match themselves against invoices.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

What this integration does

  • Statements are retrieved several times a day, plus a "sync now" button
  • Payments are matched to unpaid invoices automatically
  • A full operation history and an error log
  • Works over PSD2 — bank access is granted with your consent and can be revoked at any time

How it is connected

No programming is needed. You enter the login details yourself, so they stay with you, and every data exchange is visible in the integration log with a timestamp, the response and the reason for any error.

  1. 01

    You pick the bank and the account whose statements you want to see

  2. 02

    You approve access with your own bank login — the permission comes from you, not from us

  3. 03

    The first statement is retrieved immediately; after that the sync runs on a schedule

Where you will see it in the system

An integration is not a separate window — it changes what you see in your daily work. These are the areas where the change is biggest.

Invoices The invoice is generated from a deal or a project and sends itself — on a schedule, not on a reminder. Payments and banking The customer pays by tapping a link in the invoice PDF, and the payment comes back from the bank without you. Automations The routine happens without you: stock refreshes, invoices go out, reminders are sent.

FAQ

Questions about this integration

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Is this safe?

Access is granted over PSD2 — the same regulated open banking interface that banking apps use. You give the permission with your own bank login and can revoke it at any time, and the access is read-only, for statements.

Can a payment be initiated from the CRM?

No. This connector reads statements. So that a customer can pay, a payment link via Montonio or NeoPay is placed in the invoice PDF.

How is a payment matched to an invoice?

By the payment reference, the amount and the payer. Unmatched payments appear in a list and can be matched with one click.

Other integrations

Montonio Payment links for invoices — bank links and cards. The link with a QR code goes straight into the invoice PDF. NeoPay An alternative to Montonio: payment links for invoices and payment checks every 5 minutes. Rivilė Two-way sync: invoices, customers, products, purchases, payments and debts. Stock levels refresh every 5–15 minutes during working hours. Finvalda Product and customer sync, and document transfer into accounting. Robolabs Invoices, purchases, product import and PDF documents. Two accounts are supported — documents go to different accounting sets depending on the organisation. Facebook Messenger Page messages arrive in the shared inbox and are answered from the CRM. The remaining 24-hour reply window is shown on screen.
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