Bank
Connect your bank accounts, get their transactions, and match each one to the invoice, expense or income it pays.
9 articles · Last updated Nov 9, 2026
How the bank accounts list worksBank, Accounts lists your bank accounts with their bank, IBAN, currency and balance. A connected account also shows until when its connection lasts and when it was last synced.Connect a bank accountIn Bank, Accounts, click Add new, then Connect bank account. Choose your country, your bank and how far back to fetch, give your consent on your bank's page, and Skileo gets the transactions.Add a bank account by handIn Bank, Accounts, click Add new, then Create bank account, and enter its title, bank, IBAN and currency. Use it for the bank details on your invoices and quotes. It has no transactions.Get the latest bank transactionsSkileo gets a connected account's transactions when you connect it and each time you click Sync. In Transactions, Sync transactions updates every connected account at once.How the transactions list worksBank, Transactions lists the money in and out of your connected bank accounts. Each line is Matched or Unmatched. Filter, search and export it, and match each line from its menu.Match a transaction to an invoice or expenseClick Match as payment in a transaction's menu, pick the invoice, expense or income it pays, choose a new or an existing payment, and save. The document's paid amount is updated.Create an income or expense from a transactionFor a bank line with no document in Skileo, click Add new record in Finances, choose the category and contact, enter the document number and save. The new record is paid.Undo a match or delete a transactionClick Reset match on a matched line to undo it: the payment it created is removed. Only unmatched lines can be deleted. They go to the Trash and are not fetched from your bank again.Who can see and change bank accounts and transactionsThe Business owner can do everything. A Member needs the Bank permission: View to see accounts and transactions, Edit to connect, sync and delete, and also Invoicing on Edit to match.