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Bank statement import

Import bank statements and reconcile with confidence

Download a statement from your online banking, upload it and review every transaction before you reconcile. Your banking login stays with your bank.

Try Invoice Crowd Open Bank Reconciliation
  • Works with your bank's export
  • Banking login stays private
  • Review before you reconcile
Invoice Crowd Import Bank Statement wizard with detected columns, a month-first date format and a preview of 14 normalized transactions from an uploaded statement file

How it works

Bring bank activity in on your terms

Import a statement, check every row, then reconcile it against your books. Nothing is recorded until you approve it.

Upload a structured statement

Private and secure

Invoice Crowd Import Bank Statement step for CSV, Excel, OFX, QFX, QBO, QIF, CAMT.053, MT940 and BAI2 files up to 10 MB

Use the file your bank exports

Upload CSV, TXT, XLS, XLSX, OFX, QFX, QBO, QIF, CAMT XML, MT940 or BAI2 files up to 10 MB, straight from your bank's download page.

  • CSV, Excel, OFX and more
  • Files up to 10 MB
  • One workflow for every bank
Invoice Crowd statement import with the detected amount layout, date format and header row, read again on the server before anything is imported

Columns detected for you

Invoice Crowd reads the dates, amounts, debit and credit direction, currency and running balance, whatever your bank's layout. Every file is checked securely before anything is imported.

  • Automatic column detection
  • Local date and amount formats
  • Secure file handling

Review before import

You stay in control

Invoice Crowd statement import mapping with the amount layout options, month-first date format and each column assigned before import

Check the mapping, preview every row

Adjust any column before you import and preview each transaction. Your mapping is remembered for that account, so the next statement is quicker.

  • Header row found for you
  • Locale-aware amount and date handling
  • Mapping saved per account
Invoice Crowd refusing the same statement file twice for one bank account, and skipping transactions that were already imported

Duplicates caught automatically

Upload the same file again and Invoice Crowd recognizes it. Rows that overlap an earlier import are skipped, while genuine repeat transactions are kept.

  • Duplicate files caught
  • Overlapping rows skipped
  • Genuine repeats kept

Reconcile with confidence

Match, review, close

Invoice Crowd uncategorized statement lines with matched rows ticked and an unmatched bank fee opening a prefilled Create Expense form

Match against recorded activity

Imported lines open in Bank Reconciliation, ready to match. A line with no match can prefill an Income or Expense form, so you can review and save what's missing in moments.

  • Likely matches pre-ticked
  • Prefilled Income and Expense forms
  • You approve every entry
Invoice Crowd bank reconciliation that will not close while a $28.00 difference remains between the statement and the cleared balance

Close at zero, with a clear record

A statement closes when your matched entries cover it exactly and the difference is zero. If it ever needs reopening, the person, time and reason are recorded.

  • Closes at zero difference
  • Matches kept on record
  • Reopen with a reason

Reconciliation workflow

Import, review and reconcile bank statements

Use the statement file your bank already provides, in CSV, Excel, OFX, QFX, QBO, QIF, CAMT.053, MT940 or BAI2, and reconcile it against your books.

  • Your login stays private

    Upload a statement export without ever entering your online banking credentials in Invoice Crowd.

  • Works with your bank

    If your bank exports a supported statement file, the same simple workflow handles it.

  • Columns mapped for you

    Dates, amounts and debit or credit direction are detected and remembered for each account.

  • Review before reconciliation

    Preview every transaction before it enters the reconciliation.

  • Wide format support

    CSV, TXT, XLS, XLSX, OFX, QFX, QBO, QIF, CAMT XML, MT940 and BAI2.

  • Your bank's own figures

    Statement files carry your bank's exact amounts and dates, ready to match.

  • Duplicate protection

    Repeat files and overlapping rows are caught automatically for each account.

  • Organized by business

    Each import belongs to one business, bank account, currency and period.

  • Review before creating records

    Imported lines stay separate from your books until you match or record them.

  • Matching currency

    Each statement uses the same currency as the bank account it belongs to.

  • Close at zero

    Invoice Crowd calculates the difference itself, so a statement closes only when it truly balances.

  • Reopen with a record

    Reopening keeps the original statement, its match history and the reason given.

Questions

Bank statement import, answered

How do I get my bank transactions into Invoice Crowd?

Download a statement from your online banking and upload it in Bank Reconciliation. Invoice Crowd detects the columns, shows a preview and stages the transactions for matching, while your banking login stays with your bank.

Which statement files can I upload?

CSV, TXT, XLS, XLSX, OFX, QFX, QBO, QIF, CAMT XML, STA/MT940 and BAI/BAI2 files up to 10 MB.

What happens after I import a statement?

The transactions are ready to match in Bank Reconciliation. Likely matches are pre-ticked, and any line without a match can prefill an Income or Expense form for you to review and save.

When can I close a reconciliation?

As soon as the difference is zero. Invoice Crowd calculates it from the entries you've matched, so a closed statement agrees with your books.

Reconcile your bank with confidence

Download a statement, preview and import it, then match it against the records already in your books.

  • Banking login stays private
  • You approve every entry
  • Every close on record
Try Invoice Crowd Review all features