Bank Reconciliation SoftwareAutomate Your Bank Reconciliation
Import bank statements, auto-match transactions, process payments, and track cash flow across all your bank accounts. Integrated with Razorpay for online payment collection.
8 Core Capabilities
Complete Banking & Cash Management
From bank feeds to payment processing — manage all your banking operations in one place
Bank Feeds
Import bank transactions automatically via direct bank feeds or statement uploads. Support for CSV, OFX, QIF, and MT940 formats from all major Indian banks including SBI, HDFC, ICICI, and Axis.
Auto-Matching
Intelligent matching engine that automatically pairs bank transactions with your accounting entries. Match by amount, date, reference number, or narration. Unmatched items are flagged for manual review.
Payment Processing
Process vendor payments and customer refunds directly from Fininvo. Generate NEFT, RTGS, and IMPS payment files compatible with your bank portal. Track payment status from initiation to clearance.
Multi-Bank Support
Connect and manage multiple bank accounts — current, savings, overdraft, and fixed deposit. Consolidated view of all bank balances with individual account-level reconciliation and reporting.
Cash Flow Tracking
Monitor real-time cash position across all accounts. Cash flow forecasting based on upcoming receivables, payables, recurring expenses, and committed orders. Identify cash gaps before they happen.
Cheque Management
Track issued and received cheques with status management — printed, dispatched, deposited, cleared, bounced, or cancelled. Cheque printing with configurable layouts and post-dated cheque reminders.
Bank Statement Import
Upload bank statements in CSV, Excel, OFX, or PDF format. Fininvo parses the transactions, maps columns automatically, and presents them for reconciliation. Support for all major Indian bank statement formats.
Payment Gateway Integration
Accept online payments via Razorpay, Paytm, or UPI directly from your invoices. Payment links in invoices let customers pay instantly. Received payments are auto-reconciled with the corresponding invoice.
Automated Bank Reconciliation
Stop spending hours matching bank statements manually. Fininvo intelligent matching engine compares your bank transactions with accounting entries and auto-matches them based on amount, date, and reference. Unmatched transactions are highlighted for quick manual action — reducing your month-end reconciliation from days to minutes.
Multi-Bank Cash Management
Get a consolidated view of your cash position across all bank accounts in one dashboard. Whether you operate with two accounts or twenty across multiple banks, Fininvo shows real-time balances, recent transactions, and cash flow projections — so you always know exactly where your money is and where it is going.
Payment Processing & Gateways
Process outgoing payments to vendors and accept incoming payments from customers — all within Fininvo. Generate payment files for NEFT, RTGS, and IMPS bulk transfers. Enable online payment collection via Razorpay or UPI links embedded in your invoices for faster receivable turnover.
Works Great With
Related Features
FAQ
Frequently Asked Questions
Fininvo supports CSV, Excel (XLS/XLSX), OFX, QIF, and MT940 formats. The system includes pre-configured parsers for major Indian banks — SBI, HDFC, ICICI, Axis, Kotak, Yes Bank, and more. For other banks, the column mapping wizard lets you configure the format in seconds.
Ready to Automate Your Bank Reconciliation?
Join businesses that have cut reconciliation time by 90% with Fininvo. Import statements, auto-match transactions, and close your books faster.
No credit card required • Full features included • Cancel anytime