Which bank data is synchronized?
Autaxo automatically synchronizes the balance and all transactions from the connected account every 24 hours.
Fully live · Available from Pro
Bank Integration for Car Dealers
Match Payments Automatically
Autaxo synchronizes balances and transactions every 24 hours. Incoming payments are matched automatically to invoices, customers, vehicles, and open items.
What does Autaxo match automatically?
Incoming payments are matched to invoices, customers, vehicles, and open items. Successfully matched invoices are marked as paid.
What happens when there is no clear match?
Partial payments are matched. Autaxo resolves bulk payments where possible; otherwise, AI provides intelligent matching suggestions.
Connected payment workflow
From the Bank Account to Cleared Open Items
The bank integration connects incoming payments, invoices, vehicle records, and accounting in one workflow.
Connect a bank account
The bank connection is provided through BANKSapi. Banking functions follow the roles and permissions configured for your plan; granular roles and permissions are available in DMS Business.
Synchronize every day
Balances and transactions are updated automatically in Autaxo every 24 hours.
Match payments automatically
Autaxo matches incoming payments to invoices, customers, vehicles, and open items, then marks matching invoices as paid.
Handle partial and bulk payments
Partial amounts are assigned to the appropriate item. For bulk payments, Autaxo attempts to split the total across the correct individual items.
Manage and export open items
Open items are clearly displayed in an open-item list. The list can be exported for further processing.
Connect payments and DATEV
Transfers and direct debits are available. DATEV payment entries and open-item clearing can be enabled when required.
Bank connection provided through
BANKSapi
More than one-to-one matching
When a Payment Does Not Match Exactly
Partial amounts and bulk payments are part of daily operations. Autaxo also supports matching in these cases.
Partial payments
Partial amounts are assigned to the corresponding invoice or open item as well.
Bulk payments
When one transaction covers several items, Autaxo attempts to resolve the total into the appropriate individual matches.
Intelligent suggestions
If there is no unambiguous split, AI provides intelligent suggestions for the next matching step.
Optional accounting workflow
DATEV payment entries and open-item clearing can be enabled when payment matching should continue into accounting.
Bank integration is included from DMS Pro.
Compare One, Pro, and Business in the plan overview.
Questions About Bank Integration
Is the bank integration already available?
Yes. The bank integration is fully live and available from the Pro plan.
Which data is imported from the bank account?
Autaxo synchronizes the balance and all transactions from the connected account.
How often is the bank data updated?
Synchronization runs automatically every 24 hours.
How does automatic payment matching work?
Incoming payments are matched against invoices, customers, vehicles, and open items. Once a payment is matched successfully, the invoice is marked as paid.
Are partial and bulk payments supported?
Yes. Partial payments are matched. Autaxo attempts to resolve bulk payments wherever possible. If there is no clear allocation, AI provides intelligent matching suggestions.
Is there an open-item list?
Yes. Autaxo provides an open-item list that can also be exported.
Can matching generate DATEV entries or clear open items?
Yes. DATEV payment entries and open-item clearing can be enabled as required.
Can users also make transfers and direct debits?
Yes. The bank integration is not read-only; transfers and direct debits are available as well.
Which provider connects the bank account?
The bank connection is provided through BANKSapi.
Can access be restricted by user role?
Yes. Banking functions follow the configured roles and permissions. Granular roles and permissions are available in the Business plan.
Match Incoming Payments With Less Spreadsheet Work
Connect a bank account, reconcile open items automatically, and continue the payment workflow through to DATEV.
Try Autaxo for free