The moment that matters: transaction meets document.
A bank transaction without a document is an open question that creates work at month-end. ZepDesk proposes the link; you confirm it with one click. Keep scrolling to see it happen.
Demo values from the sample account. Amount, date, and reference are the three attributes ZepDesk matches on.
A suggestion instead of guesswork
For each transaction, ZepDesk checks the amount, date, reference, and payee and suggests the matching document. Matched rows are shown calmly; open ones stay at the top.
Questions about the bank connection
Does ZepDesk need access to my online banking?
Only if you choose the finAPI connection. In that case you grant the authorization under PSD2 at your bank, not with us. Alternatively, you import the statement as a file, and the account stays untouched.
Which banks are supported?
Via finAPI, the large majority of German banks and savings banks (Sparkassen). File import works with any bank that exports MT940 or CSV.
Can I keep multiple accounts?
Yes, any number of bank accounts per company, including credit card and PayPal accounts as their own payment methods.
Connect your account and reconcile.
First match in a few minutes, with no setup fee and no minimum term.