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Enable Banking

The system pulls bank statements on its own over the open banking (PSD2) interface, and payments match themselves against invoices.

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, and you grant bank access with your own consent and can revoke it 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 confirm access with your own bank login; the permission comes from you

  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?

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

Can a payment be initiated from the CRM?

You can't — this connector only reads statements. So a customer can pay, a payment link via Montonio or NeoPay goes into 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 Invoices get payment links — bank links and cards — with the link and QR code landing straight in the invoice PDF. NeoPay An alternative to Montonio — payment links for invoices, with payments checked every 5 minutes. Rivilė Invoices, customers, products, purchases, payments and debts sync in both directions, and stock levels refresh every 5–15 minutes during working hours. Finvalda Products and customers sync, and documents make their own way into accounting. Robolabs Invoices, purchases, product imports and PDF documents move between the two systems on their own, and with two accounts supported, documents land in the right accounting set for each organisation by themselves. 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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