In the web interface, you can import bank statements, from which Flexi creates individual bank transactions. You can then pair the transactions with documents manually, in bulk, or automatically.

You can find the supported banks and their formats in the overview of bank formats.

Before you start importing statements, set up your bank account. You can find all the details about the setup in the article about the list of bank accounts.

The following bank account details are essential for importing statements:

Once your setup is complete, you can import a statement. You can import a statement manually from a file or online.

In the Bank module, you can find the statement import option in the bottom bar under the Bank statements button.

After you click it, a menu appears: Import bank statement from file, Download online bank statements, Automatically pair payments, and Bulk pairing (manual).

To import manually, select Import bank statement from file. In the Import bank statement panel, choose the bank account and drag the statement file into the Add files field, or select it using the Upload files button.

You can also import multiple statements at once: drag or select multiple files in the field.

The Pair payments automatically switch ensures that automatic pairing starts right after the statement is imported. Based on the selected condition (for example, variable symbol and amount), Flexi pairs bank transactions with documents. You can also set the period, the tolerated difference, the transaction type, and whether any difference should be posted.

Start the import with the Import button. Flexi displays the result of the import and pairing in the bottom-left corner. This way, you can import and pair statements in a single step.

Online import is supported on our side for Fio banka. If you have tokens filled in for your bank account, select the Download online bank statements option under the Bank statements button.

If the account has a valid token, Flexi imports the statements. In this case, you need to start pairing manually.

Documents can be paired in four ways:

Bulk pairing and pairing via API are covered in separate articles (see the links above).

In the bank transaction detail, click the three dots in the bottom bar and select Settle document. You can find the same option in the transaction list at the end of the row.

The Payment link window opens with the documents that the transaction can settle. The list is pre-filtered by the company from the transaction and by documents that are not yet settled; you can adjust the filters. Select the invoice you want to pair the transaction with and confirm with the Settle button.

You can also settle multiple invoices: if the transaction amount covers several documents, select more than one. Flexi then informs you whether the pairing was successful.

You can cancel a settlement in the same place where the option to settle a document is located, by selecting Cancel settlement.

You can find automatic pairing under the same button as statement import: Bank statements › Automatically pair payments. In the panel, you select the criteria for pairing and the period.

The most common option is pairing by variable symbol and amount. Start pairing with the Run button. The result is a notification showing the number of newly paired documents, or a message that no suitable documents were found. The individual options in the panel are described in the article Automatic Document Pairing.

You can check whether a bank transaction is paired in the Resolved column. For an invoice, you can find its settlement in the Payment status column.