The "Banking" module in Inverso is a powerful tool for automated management of your business finances. It lets you track your organization's actual cash flow in real time.
Key features:
- Automatic synchronization: Through a secure connection to your bank, all bank transactions are loaded into the app automatically.
- A complete picture of income and expenses: You can review your payment history, see the current balance of your accounts, and filter the data for specific periods.
- Manual transaction entry: For payments that did not go through a bank (e.g., cash), you can add transactions manually to keep your records accurate.
Important details about working with the module:
- Security and consent: Before adding an account for the first time, you need to agree to the Terms and Conditions for processing bank data. Your security is our priority.
- 6-month renewal: Due to legal security requirements, access to bank data is valid for 6 months. After this period, you will need to renew your consent and add the account again.
- Important note: The bank accounts you add here for synchronization are independent of the bank accounts you set up to appear on your invoices for payment.
You can access these features through the "Banking" menu in the left navigation bar.