Bank — payment matching and imports

Statement imports, automatic matching on variable symbol and a direct bank connection.

Bank data reaches Invico three ways: drop a statement (CSV, ABO), scheduled import, or a paired Czech Banking Association connection — if you have one linked.

1. 1Drop a statement on the Bank page — transactions import and try to match documents by VS.
2. 2Matched payments write into the document state — “awaiting” flips to “paid” without a click.
3. 3Unmatched rows surface in the Overview triage card — assign them manually in one click.
4. 4Set matching rules in Settings → Bank — VS prefixes, account names and priority.

ČBA pairing is read-only — it pulls transactions into the app and never sends anything back. You keep entering payments in your banking as before.

Internet-banking notifications forward to an intake address — payments match without logging in.

Notify me at launch →

Related guides

Overview — your financial dashboard

Expenses — costs under control

Cash desk — cash receipts