Bank reconciliation
Match bank transactions to invoices.
- Connect your bank accountLink your bank to Invoflux so transactions sync automatically and match to your invoices. Go to Bank, choose Connect Bank Account, pick your bank, and approve access in your bank's secure window.
- How automatic matching worksInvoflux compares each bank transaction to your invoices using the amount, the supplier, and the date. Strong matches are accepted automatically; less certain ones are shown as suggestions for you to confirm.
- Review and confirm a matchOn the Invoices page, confirm the bank match Invoflux proposes for an invoice, reject a wrong one, or match an invoice to a transaction yourself.
- Bank connection failed: what to doIf connecting your bank fails, usually at the final approval step, it is most often a consent problem on the bank's side. Revoke any existing third-party access in your bank, then connect again so a fresh approval is created.