Can I connect bank accounts?

Yes. You connect your bank accounts directly to nextesy. Your bank transactions are automatically transferred into the software and matched with receipts and invoices.

Three ways to connect your bank

• Online banking: Link your account directly with your bank. The transactions are then automatically synchronised.

• CAMT import: If your bank does not (yet) offer a direct connection, you can upload your bank statements in the Swiss standard format camt.053.

• PDF or CSV: Alternatively, you can import bank statements as a PDF or CSV file.

This is how nextesy works with your bank, regardless of how it provides its data.

Less manual reconciliation

Once your bank transactions are in nextesy, the AI assigns incoming payments to your open invoices and suggests the appropriate account for expenses. You only need to review instead of reconciling everything yourself.

More about banking

Find out more about the options available to you on the Banking page.