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Where the data comes from
Statements are retrieved automatically from European banks via PSD2 connections or through file imports if preferred. You no longer depend on manual daily downloads to maintain visibility over your cash flow.
automated journal entries
Automated journal entries from bank reconciliation
In short
CRMconnect automatically retrieves bank statements, matches every payment to the corresponding invoice, and maps the operation to your chart of accounts. The resulting records are sent to your accounting software as prepared entries, ready for final validation, eliminating manual bookkeeping data entry.
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Who searches for this and why
Finance directors and accountants spending days matching statements to invoices who want to automate this step without replacing their current accounting software.
What "Automated journal entry"
An automated journal entry is a record generated by the system based on a real-world transaction - such as a bank statement credit linked to an invoice - with debit/credit accounts pre-populated based on mapping rules configured in the chart of accounts.
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How the matching works
The lettering algorithm identifies matches by amount, payment reference, tax ID, and historical customer behavior, handling partial payments or single payments covering multiple invoices.
- Verified matches - applied automatically.
- Probable matches - proposed for one-click confirmation.
- Unidentified items - isolated in a short list for quick review.
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What reaches accounting
Documents with pre-mapped accounts are exported or synchronised with your existing solution, such as SAP Business One, Microsoft Dynamics 365, or Sage. The accountant simply validates the entries instead of reconstructing transaction history.
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Frequently asked questions
Questions about automated journal entries
Read also
accounting software integration
Accounting software integration - invoice in CRMconnect, account where you are
accounting software integration
ERP and Accounting Integration - native invoicing and automated data export
ERP synchronisation
Bidirectional ERP Synchronisation - one source of truth, two systems
See all 73 guides in the solution library.
Topic pillar
Accounting and ERP Integration
Invoicing and reconciliation stay in CRMconnect, while statutory records remain in your accounting software or ERP. Connected, not duplicated.
accounting software integrationaccounting software integrationERP integrationCRM pentru CharismaCRM pentru SeniorERPERP synchronisatione-transport compliance and trackingCRM pentru TransArtCRM pentru SAP Business OneCRM pentru SoftOneCRM pentru OdooCRM pentru WizProCRM pentru Nexus ERPCRM pentru Socrate+CRM pentru PlurivaCRM pentru NextUpCRM pentru ClarvisionCRM integrated with ERP
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