Plugins

Automatic bank connection

Connect your bank account to fetch transactions automatically, without manual CAMT file import.

Module Activate your bank's free module (« Revolut Business bank connection », or a Swiss bank via EBICS such as PostFinance, Raiffeisen, UBS, Credit Suisse, BCV, BCN, BCBE/BEKB) from the Module catalogue to show its connection page.

Axolot supports banks that offer an API connection, starting with Revolut Business and several Swiss banks via EBICS, namely PostFinance, Raiffeisen, UBS, Credit Suisse and the cantonal banks BCV, BCN and BCBE/BEKB. Other Swiss banks (via SIX's bLink platform) will be added progressively.

As soon as a bank module is activated, a « Bank connections » section appears in the left-hand menu and files each bank as a sub-page. That page also gathers your connected accounts and their sync status.

Connect Revolut Business

  1. Activate the « Revolut Business bank connection » module from the Module catalogue (free).
  2. Step 1 - Prepare your Revolut Business account (active account and administrator access).
  3. Step 2 - In Revolut (APIs → Business API), create an application. Upload the certificate shown by Axolot, paste the redirect URL, then copy the generated Client ID.
  4. Step 3 - Click « Connect Revolut Business », paste your Client ID, then authorise read access on Revolut.
  5. Back in Axolot, the connection appears as active and the first sync fetches your movements.

Connect PostFinance (EBICS)

PostFinance goes through the secure EBICS channel. Setup spans a few business days while PostFinance approves a signed letter. The assistant resumes automatically on the current step.

  1. Step 1 - Enter your EBICS identifiers (Host ID, Partner ID, User ID) from your PostFinance contract. Axolot generates your keys and sends them to the bank.
  2. Step 2 - Download the initialisation letter, sign it and return it to PostFinance by post.
  3. Step 3 - Once PostFinance has approved your subscription, activate the connection. Axolot fetches the bank keys and syncing starts.

Connect Raiffeisen (EBICS)

Raiffeisen also goes through the secure EBICS channel. Setup spans a few business days while Raiffeisen approves a signed letter. The assistant resumes automatically on the current step.

  1. Step 1 - Enter your EBICS identifiers (Host ID, Partner ID, User ID) from your Raiffeisen contract. Axolot generates your keys and sends them to the bank.
  2. Step 2 - Download the initialisation letter, sign it and return it to Raiffeisen by post.
  3. Step 3 - Once Raiffeisen has approved your subscription, activate the connection. Axolot fetches the bank keys and syncing starts.

Connect UBS (EBICS / KeyPort)

UBS goes through the secure EBICS channel (KeyPort). Setup spans a few business days while UBS approves a signed letter. The assistant resumes automatically on the current step.

  1. Step 1 - Enter your EBICS identifiers (Host ID, Partner ID, User ID) from your UBS contract. Axolot generates your keys and sends them to the bank.
  2. Step 2 - Download the initialisation letter, sign it and return it to UBS by post.
  3. Step 3 - Once UBS has approved your subscription, activate the connection. Axolot fetches the bank keys and syncing starts.

Connect Credit Suisse (EBICS)

Credit Suisse also goes through the secure EBICS channel. Setup spans a few business days while the bank approves a signed letter. The assistant resumes automatically on the current step.

  1. Step 1 - Enter your EBICS identifiers (Host ID, Partner ID, User ID) from your Credit Suisse contract. Axolot generates your keys and sends them to the bank.
  2. Step 2 - Download the initialisation letter, sign it and return it to Credit Suisse by post.
  3. Step 3 - Once Credit Suisse has approved your subscription, activate the connection. Axolot fetches the bank keys and syncing starts.

Connect a cantonal bank (BCV, BCN, BCBE/BEKB)

The cantonal banks BCV, BCN and BCBE/BEKB use the secure EBICS channel, with the same three-step setup as the other EBICS banks. The assistant resumes automatically on the current step.

  1. Step 1 - Enter your EBICS identifiers (Host ID, Partner ID, User ID) from your contract. Axolot generates your keys and sends them to the bank.
  2. Step 2 - Download the initialisation letter, sign it and return it to your cantonal bank by post.
  3. Step 3 - Once the bank has approved your subscription, activate the connection. Axolot fetches the bank keys and syncing starts.

Transaction sync

  • Movements are fetched automatically every day for connected accounts.
  • You can trigger a manual sync at any time with the « Sync » button.
  • Imported movements follow the same flow as CAMT import, with automatic sorting and matching with your invoices.
  • Duplicates are ignored. The same movement is never imported twice, even when it comes from two different sources (for example a statement imported manually then the automatic sync).

Manage and disconnect

  • Each connection's status (active, expired, error) and last sync date are shown.
  • The « Disconnect » button stops automatic fetching. Already imported movements are kept.
  • If bank consent expires, simply reconnect the bank to renew it.
The connection is read-only. Axolot fetches your movements but can never initiate a payment from your account. Your bank credentials never pass through Axolot. They stay with your bank.
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