Bank Integration
Automate transaction imports from your bank accounts, credit cards, and PayPal.
Enterprise Plan feature
Import Transactions
Automatically sync bank, credit card, and PayPal transactions.
Match Deposits
Match incoming deposits against multiple invoices simultaneously.
Reconcile Withdrawals
Link withdrawals and expenses to vendors for clean bookkeeping.
Autosync
Enable automated transaction downloads — no manual refreshing.
Bulk Categorize
Bulk assign expense categories across transactions.
Export Data
Export expenses and vendors for external reporting.
Powered by Yodlee & GoCardless
Invoice Ninja does NOT access your bank directly. We use secure third-party bank data integrators — Yodlee and GoCardless Bank Account Data (formerly Nordigen) — with read-only access. Neither Invoice Ninja nor these partners can make payments or move money in your accounts.
Setup
Navigate to Settings > Bank Account > Connect Accounts to get started. Invoice Ninja does NOT store or use your online banking credentials in any capacity.