Paybolt + Yodlee or GoCardless Nordigen Integration
Link Banking and Import Transactions
Connect Your Bank Accounts
Automating transaction imports simplifies payments and helps keep everything organized
PayBolt partners with Yodlee and GoCardless (formerly Nordigen), trusted providers of secure banking integrations, to streamline syncing bank account and PayBolt transaction data directly into your system
- Sync Transactions from Banks and Cards
- Reconcile Deposits Across Multiple Invoices
- Allocate Expenses to the Right Vendors
- Quickly generate expenses from your transactions in bulk for easy record-keeping
- Support exporting expenses and vendor data for efficient tracking and reporting
- Quickly categorize multiple expenses in bulk for streamlined tracking.
- Enable automatic syncing to download transactions.
How Bank Feeds Operate
Set up Yodlee or GoCardless"Bank Account Data" feeds in your PayBolt account, and they will automatically retrieve and import your bank transactions
Key Banking Features
Match Withdrawals to Vendor Expenses
Link your bank withdrawals to vendors in your Paybolt account. You can then rebill these expenses to clients or generate detailed expense reports
Match Transactions to Invoices & Expenses for Easy Reconciliation
Easily reconcile daily deposits by matching them as payments across multiple invoices.
Enable "Autosync" to automatically import bank feeds or manually enter transactions.
You can either manually or automatically import your bank data into Paybolt for easy matching with invoices and vendors
Frequently Asked Questions
Yes, you can combine tasks and products on the same invoice.
Yes, you can invoice a task and re-bill expenses within the same project.
You can manage vendor payments in the vendor section.
Yes, recurring invoices can be created in the recurring section.
Yes, you can easily track and categorize expenses in our system.
Hey! Want to know more?Feel free to reach out to us!
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