What is bank matching?

The majority of businesses, self-employed workers, accountants and entrepreneurs enter their expenses into accounting software. Since our mission is to simplify the lives of all our users, we offer Bank Matching, which automatically transfers your bank transactions into the software. This means you no longer have to manually enter transactions one by one, or pay someone to do it for you.

Let's imagine that a natural products SME carries out several dozen transactions during the month of January. It buys supplies from various suppliers using its corporate credit card. It also calls on the services of a painter to refresh the walls of its boutique, which it pays by cheque. Not to mention transportation, maintenance and personnel costs.

At the end of the month, each of these debit and credit expenses must be entered one by one into an accounting software package. Fortunately, this tedious task can be avoided thanks to bank matching in Actif. Indeed, the company's card transactions linked to its bank accounts can be automatically uploaded to Actif.

How does bank matching work?

By subscribing to the Bank Matching module, you can link your online bank accounts to your Actif account. All bank accounts to which you have online access can be linked. That means you can even link your credit cards! What's more, it only takes a few minutes and you only have to do it once. Then, when you make a transaction, it will automatically appear in your Active account. The result? Simple, efficient and fast accounting.