Bank Transactions
The Bank Transactions Integration module of the Cloudy pre-accounting software automatically imports every collection and payment across all your business bank accounts, letting you control your finances from a single screen.
It puts an end to manual data entry, speeds up your accounting records and eliminates the risk of errors.
What's in this module?
What Is Cloudy Bank Transactions Integration?
Cloudy Bank Transactions Integration is a module that securely retrieves account activity from partner banks and automatically transfers it into the Cloudy pre-accounting system.
No more downloading bank statements, entering them line by line or creating vouchers by hand. Every transaction is recorded automatically.
How Does Cloudy Bank Integration Work?
- You define your bank accounts in the Cloudy pre-accounting system.
- A secure connection is established with partner banks.
- Bank transactions are retrieved automatically every day.
- Transactions are matched to the relevant accounts, and accounting vouchers are generated automatically.
The entire process runs in the background — all you do is monitor accurate, up-to-date data.
The Advantages of the Cloudy Bank Transactions Module
Saves time
Eliminates the need to enter bank transactions manually.
Reduces the risk of errors
Records become reliable, sourced directly from the bank.
Provides real-time balance tracking
View all your bank account balances up to date on a single screen.
Keeps accounts in sync
Collections and payments are automatically posted to the relevant accounts.
Simplifies financial reporting
Cash flow, bank-based reports and periodic analyses are generated in moments.
Who Should Use Cloudy Bank Transactions Integration?
- Businesses with multiple bank accounts
- Companies with heavy daily collection and payment traffic
- Businesses looking to digitalize their accounting processes
- Users who want to manage financial control from a single panel
Bank Tracking Is Now Far Easier with Cloudy Pre-Accounting
With Cloudy Bank Transactions Integration:
- Your bank records stay organized
- Your accounting processes speed up
- Your financial statements are always up to date
- Your operational workload drops dramatically
Grow your business without wrestling with the bank. Cloudy keeps track for you.
Other Modules
Sales Management
Quotes, orders, invoices, and collections — every sales channel in one panel.
Purchase Management
End-to-end purchasing, from purchase orders to expense tracking.
Inventory & Warehouse Management
Real-time stock levels, inter-warehouse transfers, and delivery note management.
Account Management
Customer and supplier accounts, receivables, payables, and reconciliation tracking.
Perfect your workflow today
No credit card required. No installation required. All features free for 1 month.