Bank Statement Import & Reconciliation
Import your bank statement and watch it allocate itself.
All Features
Import in seconds
- Upload CSV files straight from online banking - any bank that can export CSV works
- Duplicate entries are skipped automatically, so overlapping exports are no problem
- WolfAdmin recognizes which bank account a file belongs to
Automatic allocation
- Lines are automatically assigned to accounts like Bank Charges, Fuel or Airtime based on rules you manage
- Customer payments become receipts automatically, matched on payment reference and amounts owed
- When a payment cannot be matched confidently, WolfAdmin suggests the most likely customers - pick one and create a rule for next time
Stay in control
- Auto-assigned lines can be modified on the fly
- Filter by transaction type and date range - see total bank charges for a month in seconds
Frequently Asked Questions
Which banks are supported?
Any bank that lets you export statements as CSV - which covers virtually all internet banking.
What happens if a payment cannot be matched to a customer?
WolfAdmin shows you the most likely customers to choose from (or pick any customer), and you can create a rule so future payments from them allocate automatically.
See it for yourself
Free plan available - no payment details required
Packages & Free Sign Up
Try the Demo Account
Free plan available - no payment details required