Connect unlimited bank accounts, credit cards, and payment gateways. Automatically import transactions, reconcile with one click, and maintain accurate cash flow visibility in real-time.
Connect your bank accounts and watch transactions flow automatically into SaltBooks. Support for 10,000+ banks worldwide including major institutions and regional banks. Transactions are imported securely using bank-grade encryption and updated multiple times daily. No more manual data entry or CSV imports. The system intelligently categorizes transactions based on merchant names and historical patterns. Review and approve imported transactions with a single click. Handle multiple currencies and international transactions seamlessly. Bank connections remain active indefinitely with automatic reconnection if credentials change.
Reconcile bank accounts in minutes instead of hours with intelligent matching algorithms. The system automatically matches bank transactions with invoices, bills, and expenses based on amounts, dates, and reference numbers. Review suggested matches and approve them in bulk or individually. Handle complex scenarios like partial payments, multiple invoices paid together, or bank fees. Track reconciliation status with clear indicators showing matched, unmatched, and excluded transactions. Generate reconciliation reports showing opening balance, transactions, and closing balance with complete audit trails. Set reconciliation rules to automate matching for recurring transactions like subscriptions or loan payments.
Monitor your cash position across all accounts in real-time with consolidated dashboards. See current balances, pending transactions, and projected cash flow for the next 30, 60, or 90 days. Identify cash flow gaps before they become problems with predictive analytics based on historical patterns and scheduled payments. Track cash flow by category to understand where money is coming from and going to. Set up alerts for low balance thresholds or unusual transactions. Generate cash flow forecasts combining actual bank data with projected invoices and bills. The system updates instantly as new transactions are imported or recorded.
Manage unlimited bank accounts, credit cards, and payment gateways from a single platform. Connect accounts from different banks and countries with support for multiple currencies. Transfer funds between accounts with automatic recording in both accounts. Track account-specific balances, transactions, and reconciliation status. Assign accounts to specific entities or locations for proper segregation. Generate consolidated reports across all accounts or drill down to individual account details. Handle complex banking structures including parent-subsidiary relationships and inter-company transactions. The system maintains separate reconciliation for each account while providing unified visibility.
Connect to banks worldwide with secure, encrypted connections.
Intelligent categorization of transactions based on merchant and history.
Create rules to automatically categorize and match recurring transactions.
Connect and reconcile credit card accounts with the same ease as bank accounts.
Integrate with Stripe, PayPal, Razorpay and other payment processors.
Import bank statements manually via CSV or PDF for unsupported banks.
"Bank reconciliation used to take us 2-3 days every month. With SaltBooks' automatic bank feeds and smart matching, we're done in under an hour. The time savings alone justify the investment."
Robert Chen
Controller, Pacific Trading Co
Search from 10,000+ supported banks worldwide. Authenticate securely with bank-grade encryption. The whole process takes under 2 minutes.
Transactions flow in automatically multiple times daily. Smart categorisation assigns categories based on merchant names and historical patterns.
Smart matching pairs bank transactions with invoices, bills, and expenses. Review suggested matches and approve in bulk with a single click.
See live balances across all accounts, track cash flow, and get alerts for low balances or unusual activity. Always know your cash position.
Absolutely. SaltBooks uses bank-grade 256-bit AES encryption for all data transfers and storage. We connect to banks through certified aggregation partners who comply with Open Banking standards. Your login credentials are never stored on our servers — authentication is handled directly by your bank through secure OAuth connections.
There is no limit. Connect as many bank accounts, credit cards, and payment gateways as your business requires. Each account is managed independently with its own reconciliation status, while consolidated views show your total cash position across all accounts and currencies.
You can still use SaltBooks' banking features by importing bank statements manually via CSV, OFX, QIF, or PDF formats. The same smart matching and reconciliation engine works with imported statements. You can also request bank support and we'll work to add it to our feed network.
Our matching algorithm compares bank transactions against your invoices, bills, and manual entries using amount, date, reference numbers, and payee details. Confident matches are suggested for bulk approval, while uncertain matches are flagged for review. You can create bank rules for recurring transactions like subscriptions to automate matching permanently.
Yes! SaltBooks supports banks from over 40 countries with full multi-currency support. Transactions in foreign currencies are automatically converted at the prevailing exchange rate and recorded in both the original and your base currency. Foreign exchange gains and losses are calculated and recorded automatically.
Bank feeds are refreshed multiple times per day — typically every 2-4 hours depending on your bank. You can also trigger a manual refresh at any time. Some banks with Open Banking support provide near-real-time updates. Transaction import happens in the background so it never interrupts your workflow.
Connect your bank accounts and experience effortless reconciliation. Start your free trial now.