Accounting

Bank

Import your bank statements in CAMT.053 format, and Axolot automatically sorts your transactions and matches them to your invoices.

The Bank page lets you import your statements, and Axolot automatically sorts each transaction and matches it to the corresponding invoice.

Import a statement

  1. Download the CAMT.053 file (ISO 20022 XML) from your e-banking.
  2. Import it from the Bank page.
  3. Axolot reads the transactions and sorts them automatically.
Re-import without duplicates You can safely re-import the same statement. Already sorted movements are preserved, duplicates ignored, and movements still to process have their information (dates, label, counterparty) updated automatically. No need to delete anything beforehand.

Process transactions

  • Each transaction is filed in the right category automatically.
  • Received payments are matched to the corresponding customer invoice.
  • Movements still to process stay visible until you have validated them.

Automatic invoice matching

For every incoming payment, Axolot looks for the matching customer invoice. It first uses the payment's QR reference (QR-IBAN) or Creditor Reference (SCOR). When there is no structured reference (typically a QR invoice issued with a standard IBAN, where the invoice number only appears in the payment message), Axolot reads that message and matches the payment to the invoice whose number it contains.

This number-based matching only happens when a single open invoice matches, to avoid any error. Otherwise the movement stays to be processed manually.
Payment received before the invoice If you receive a payment before creating the invoice in Axolot, the movement stays to be processed at first. As soon as you issue the invoice bearing that number, the already imported payment is linked to it automatically and the invoice becomes paid, with no re-import needed.

Recognise your personal movements

For sole proprietors, your personal contributions and withdrawals are recognised automatically. In Settings → Company, enter « Private account recognition » with your name or the label of your personal transfers (one identifier per line). Matching movements are then automatically separated from the business's money.

This setting is per company. Leave the field empty to disable automatic recognition.
Import runs in the background for large statements, and movements appear as soon as they are analysed.
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