Deskera Books

Easy Bank Integration for Your Business

Connect to more than 5,000 financial institutions in over 50 countries at the touch of a button.

Bank Connect

Bank Reconciliation

Invoices

Billing

Deposits

Back Orders

Expenses

Pick Pack Ship

Inventory

Warehouse Management

Dropship

Payments

Receipts

Accounting

Multi-Currency

Credit & Debit Notes

Financial Reports

Business Dashboard

Quotations/Estimates

Purchase Orders

Stay Connected with Your Bank for Auto Reconciliation

It is tedious and time-consuming to manually reconcile each transaction between your book's and your bank's records.

Auto bank reconciliation helps you to simplify this process in just a few clicks. Spend less time reconciling your banking transactions and focus more time running your business.

Bank Reconciliation Detects Errors and Prevents Fraud

Businesses often come across the differences in bank balance between their books of accounts and bank statements. The differences usually stem from the processing time of the cheques and transactions in the bank. However, they might also come from accounting mistakes and fraudulent activities.

Do bank reconciliation frequently to verify and reconcile these differences to detect errors and prevent fraud.

Stay on Top of Your Bank Charges

Hidden charges and transaction fees may often be levied by banks without adequate notification or overlooked amidst the hundreds of transactions that your business conducts.

Maintaining a bank reconciliation statement will help you stay on track with what’s best for your business.

Connect to Bank with Secure Authentication

When handling transactions with banks, security is of utmost importance.

Partnered with Salt Edge, Deskera offers businesses a solution with a high standard of privacy and security that is ISO 27001 certified and PCI DSS compliant. Connect to your bank securely to reconcile your transactions easily.

Make Bank Reconciliation Feel like a Breeze

By connecting to your bank, bank reconciliation has never been easier. With a single click, the system automatically imports your bank transactions to match with Deskera transactions.

You can select the bank record you wish to reconcile on the left-hand side of the page. The relevant Deskera transactions will auto-populate on the right-hand side. Just click match and you’re done!

View Bank Report at a Glance

Companies often have different bank accounts to run their business. It can be time-consuming to keep track of them separately.

Deskera Get Paid Faster via Bank Integration with Stripe allows you to view all your bank balances in real-time at a single place. You can also conveniently track the transactions that are being processed by the banks.

Get Paid Faster via Bank Integration with Stripe

Deskera Books further enhances your efficiency and productivity by offering you the bank integration with Stripe to receive your customer payment with ease.

You can connect your bank to Stripe securely and insert the payment link directly in your email to your customers. They can make payment to you conveniently via the payment gateway from Stripe.

Easy Bank Integration for Your Business

✓ Connect to more than 5,000 financial institutions in over 50 countries

✓ Reconcile your bank transactions automatically

✓ Detect errors and prevent fraudulent activities

✓ Stay on top of hidden bank charges

✓ High standard of privacy and security that is ISO 27001 certified and PCI DSS compliant

✓ View all your bank balances at a glance

✓ Get paid faster via bank integration with Stripe

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.

FAQs

How does Deskera connect to banks?

Deskera has partnered with Salt Edge, a leading fintech offering open banking solutions to provide you with an easy and secure way to connect to more than 5,000 financial institutions in over 50 countries.

Is it safe to connect to banks with Deskera?

Partnered with Salt Edge, Deskera offers businesses a solution with a high standard of privacy and security that is ISO 27001 certified and PCI DSS compliant. You can now connect to your bank securely to reconcile your transactions easily.

How can I connect my bank to Deskera?

You can go to the Bank module and click on the bank account that you want to connect. Select 'Save and Connect' and fill in the required details.

What are the benefits of bank integration?

By staying connected with your bank, you can enjoy various benefits:

Reconcile your bank transactions automatically to detect errors, prevent fraud, and track bank charges
Receive payment from customers faster with Stripe

Can I do manual bank reconciliation?

Yes, you can do manual bank reconciliation. Go to the 'Bank' tab on the sidebar menu and click on the contextual menu (the three vertical dots) of the bank account preferred. Select the 'Reconciliation' button.

Can I disconnect my bank once I have connected it with Deskera?

Yes, you can disconnect your bank once you have connected it with Deskera Books. Go to the 'Bank' tab on the sidebar menu and click on the contextual menu (the three vertical dots) of the bank account preferred. Select the 'Disconnect' button.

How can I connect my bank to Stripe?

You can connect your bank to Stripe easily by going to the 'Bank' tab on the sidebar menu. Click on the contextual menu (the three vertical dots) of the bank account preferred. Select the 'Connect Stripe' button.