Banking
Your money,
in full view.
Connect your bank, credit cards, and PayPal — and automatically import every transaction so your books reflect reality.
How it works
From bank to books in minutes
Invoice Ninja has partnered with Yodlee and GoCardless — specialist providers of secure bank data connections — to offer bank, credit card, and PayPal transaction syncing.
Connect your bank
Set up Yodlee or GoCardless bank feeds in your Invoice Ninja account. Your accounts connect securely via read-only access.
Transactions import automatically
Enable Autosync and your bank transactions are pulled into Invoice Ninja automatically. Or import manually whenever you choose.
Match to invoices & vendors
Match incoming deposits to one or multiple invoices. Match withdrawals to vendors, then rebill expenses to clients or run reports.
Banking partners
Two trusted bank connection providers
Global · US · Canada · More
Yodlee
Industry-leading bank data aggregation platform. Yodlee securely connects to thousands of financial institutions worldwide to retrieve your bank, credit card, and PayPal transactions for import into Invoice Ninja.
UK · EU · Europe
GoCardless (Nordigen)
Formerly Nordigen, GoCardless Bank Account Data provides secure open banking connections across the UK and Europe. Ideal for EU-based businesses needing PSD2-compliant bank data access.
What you can do
Everything in one place
🏦
Import Bank & Card Transactions
Auto-import transactions from bank accounts, credit cards, and PayPal. Manual import also supported.
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Match Deposits to Invoices
Match incoming deposits as payments across one or multiple invoices. Reconcile your books instantly.
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Match Withdrawals to Vendors
Match bank withdrawals to vendors in Invoice Ninja, then rebill expenses to clients or run vendor reports.
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Autosync
Enable Autosync to automatically download bank feeds on a schedule — no manual imports needed.
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Bulk Expense Categories
Bulk assign expense categories to imported transactions. Create expenses from transactions in bulk.
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Export Expenses & Vendors
Export your matched expenses and vendor data for accountants, tax filing, or external reporting tools.
Stop reconciling manually.
Let Invoice Ninja do it.
Bank sync available on Enterprise Plans. Start free today.
Free forever · No credit card required