Whatever your bank, a statement file is enough.
Upload corporate card and bank account statements exactly as you download them from online banking. Transactions come in, match their receipts, and anything missing a receipt is flagged. No bank connection, no login details.
- Card transactionsfrom CSV / XLSX statements to RevoSpendStatement rows
- Amount and currencyfrom CSV / XLSX statements to RevoSpendAmount column
- Transaction datefrom CSV / XLSX statements to RevoSpendDate column
- Merchantfrom CSV / XLSX statements to RevoSpendDescription column
What it does, and where it stops.
The layout is described once
Every bank's file is different; on the first upload the date, amount and description columns are mapped. Later files from the same bank are read with that layout.
No line lands twice
Upload the same file again, or two files with overlapping dates, and no duplicate transactions appear; lines already seen are skipped.
The original statement does not change
An imported transaction is never edited. A change of category or cost centre is added as a new revision; the file itself is kept as uploaded.
Setup, in three steps.
- 01
Upload the file
Drop in the statement exactly as downloaded from online banking. No bank login is asked for.
- 02
Describe the layout once
On the first file, the date, amount and description columns are mapped. Later files from the same bank are read with that layout.
- 03
Transactions find their receipts
Each line is matched to its receipt on amount, date and merchant together. Unmatched lines are flagged, and the same line never lands twice.
The access we ask for, and nothing more.
We ask for no access at all: you upload the file. Your bank login never reaches us, no connection to your bank is made, and there is no route by which money could leave your account.
In the same category
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If you cannot find an answer here, write to us — we reply the same day.
Get in touchEach connection is set up once: you grant access, the chart of accounts and tax codes are read, and the mapping is done once. The label on each card shows its status; for those available on request we plan the scope together.
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