Manual bank reconciliation is one of the most time-consuming tasks for Dolibarr ERP users. Smart Bank Import automates bank imports, reduces errors, and saves hours every month, offering features no other Dolibarr tool provides at just €7.99/month.
The Challenges of Manual Bank Imports
Many Dolibarr users download CSV files manually from their bank, leading to duplicates, data entry mistakes, and wasted time reconciling every transaction.
Data shows that 70% of SMEs spend over 10 hours per month on manual bank reconciliation.
Why Automation is Essential
Automating bank imports helps Dolibarr users:
- Eliminate manual CSV handling
- Gain real-time visibility of cash flow
- Reduce human errors and missed transactions
- Ensure compliance with accurate audit trails
- Connect Your Bank
- Set Up Automatic Imports: Choose daily or hourly imports and sync relevant accounts.
- Map Transactions: Categorize sales, refunds, and expenses, linking directly to invoices or third parties.
- Reconcile in One Click: Automatic matching of payments to invoices, manual review only for exceptions.
Smart Bank Import delivers secure API bank connections, real-time data, automatic invoice matching, and a plug-and-play setup that reduces reconciliation time from hours to minutes.
Case Study – Time Saved for SMEs
After using Smart Bank Import, one SME reduced reconciliation from 3 hours per week to 15 minutes, gaining complete visibility on cash flow daily.
Key Takeaways
- Automation saves 10+ hours per month for Dolibarr users
- Improves financial accuracy and control
- Smart Bank Import is easy to use, PSD2-compliant, and priced at €7.99/month
Try Smart Bank Import for Dolibarr with a 15-day free trial.