Skileo helps you easily sync bank accounts and import transactions.
Bank account transactions can be only automatically imported through a bank account connection.
You can filter bank transactions by different criteria:
- Date
- Bank account
- Currency
You can perform the following actions for each record:
- Sync transactions
- Add a new record to Finances
- Record a payment for an existing record
- Reset (available only if the transaction has been already added to Finances)
- Delete
Import Transactions by Connecting a Bank Account
Go to the accounting software section “Ac”, select “Bank accounts”, click on the “+Add new” button, and click on the “+Connect bank account” button.
To connect and sync a bank account, begin by choosing your country, bank, and the desired time period (transaction history to be synced). Next, simply click on the ‘Connect Bank Account’ button. You will then be redirected to our bank account connection service (Gocardless) to complete the process. Follow the provided steps to successfully connect your bank account.
Try this now in your Skileo account!