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Bank integration with automatic payment matching

Manually checking bank statements and updating invoice statuses wastes time and causes mistakes.
Invoice Guru connects securely to your bank account and automatically matches incoming payments to invoices, so you always know what’s been paid — without extra work.

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Tracking payments manually is slow and unreliable

For many small businesses, payment tracking means:

  • logging into online banking daily

  • checking references manually

  • marking invoices as paid by hand

  • missing or late payment follow-ups

This often leads to confusion, unpaid invoices and cash flow problems.

Automatic bank integration that works in the background

Invoice Guru connects to your bank account using secure Open Banking and continuously monitors incoming payments.

When a payment arrives, the app:

  • checks the amount and payment details

  • matches it to the correct invoice

  • updates the invoice status automatically

  • notifies you instantly

No manual checking required.

How payment matching works?

Payments linked to invoices automatically

  1. Connect your bank account securely

  2. Send invoices as usual

  3. Invoice Guru monitors incoming payments

  4. Matching invoices are marked as Paid automatically

Faster invoicing leads to faster payments.
By converting accepted quotes into invoices instantly using our quote to invoice workflow, Invoice Guru ensures payments can be matched automatically as soon as they arrive.

Real-time payment status

Know exactly who has paid — and who hasn’t

With bank integration, you can:

  • see paid, unpaid and overdue invoices instantly

  • avoid double-checking bank statements

  • follow up faster on overdue payments

  • keep cash flow under control

This is especially useful for busy tradespeople and service businesses.

Secure by design

Built on secure Open Banking technology

Invoice Guru uses regulated Open Banking connections:

  • read-only access (no payments can be made)

  • encrypted communication

  • bank-level security standards

  • you can disconnect at any time

Your money stays in your bank — Invoice Guru only reads payment data.

Works with your workflow

Designed to support accountants and reporting

Matched payments are automatically reflected in:

  • invoice lists

  • accountant reports

  • financial summaries

  • payment status statistics

This keeps your data consistent across the app.

Who is this for?

Bank integration is ideal for:

  • tradespeople getting paid by bank transfer

  • sole traders managing many invoices

  • businesses working with accountants

  • companies that want better cash flow visibility

Why use Invoice Guru for bank integration?

  • No manual payment checking

  • Automatic invoice updates

  • Faster follow-ups

  • Clear payment overview

  • Secure and compliant technology

Stop checking bank statements — let the app do it

Spend less time tracking payments and more time running your business.

Maandelijks

Maandelijks

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