Bank Statements Import (new App): import a bank statement (CSV, TSV or XLSX) and reconcile every line against your Invoices and Expenses. Build a reusable column-mapping template once per bank, attach an IBAN to a payment method, then upload statements and confirm the matches.
Bank Statements Import: incoming payments are matched to your open invoices automatically — including Belgian structured communications (OGM/VCS) and invoice numbers a customer typed loosely in the payment message — and confirming a match records the invoice payment for you.
Bank Statements Import: outgoing payments can be turned into an expense in one step, with category, provider and file attachments. When the Providers App is active you can create a new provider on the spot, pre-filled with the counterparty's name and IBAN from the statement.
Bank Statements Import: optional AI assistance (OpenAI, Anthropic Claude, Grok or DeepSeek, using your own API key) can suggest the right invoice for tricky incoming payments. The AI only ever picks from your own open invoices — it never invents one — and every suggestion is confirmed by you.
Bank Statements Import: re-importing the same or an overlapping statement never creates duplicates; when your bank provides a per-account transaction sequence number it is used to keep every line unique.
Bank Statements Import: the review screen can be filtered by direction, status, date range and counterparty, and the action buttons stay frozen to the right while you scroll through the transactions.
