Propojení s desítkami bankovních institucí v šesti zemích Evropy
Bank account connections
Why it makes sense
Automatic bank statement import and payment matching is one of the pillars of efficient accounting. TAXY connects to bank accounts (Czech banks and services like Revolut) and payment gateways (Stripe, PayPal) for a payment overview and automatic matching with invoices. This significantly speeds up closings and enables faster cash-flow reporting.
Automatic bank statement import
Matching payments with invoices
Support for multiple banks and payment gateways
How does bank transaction import work?
manage_accounts
krok 1
Connect a bank accountaccount_balance_wallet
krok 2
Transactions import automaticallyadd_link
krok 3
They're matched to invoices and documentsarrow_and_edge
krok 4
Data is exported to the accounting systemWhat this feature brings you
Modern banking integrations bring accuracy and time savings.
A secure connection
All connections run through secure banking APIs. Your login credentials stay with the bank; TAXY only has access to transactions.
Periodic statement imports
Regular downloads of bank transactions for up-to-date cash-flow reporting. For example, before the closing for the current month.
Automatic matching
The system automatically matches bank transactions with invoices and documents. Invoice payments are identified automatically.
Bank transaction import
Bank transactions straight into your accounting system
Our app automatically transfers bank transactions in real time straight into your accounting software — even when the bank has no API. It works for foreign services (e.g. Revolut) as well as Czech banks without GPC export (e.g. Fio). That means the end of manual retyping and dozens of hours saved every month.
The traditional approach vs. working with TAXY
How working with bank transactions changes with automation
Manual entry
Entering hundreds of transactions by hand
Errors when retyping amounts
Various statement formats
Stale data in the books
Risk of missing transactions
Automatic import
Automatic import of all transactions
Exact copies of bank data
Normalisation and uniform processing
Books updated in real time
A complete overview of all transactions
Start with automatic transaction import
Save time and eliminate errors with automatic bank transaction import. All transactions appear in your books instantly.