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Settlement is available for premium plans.
Settling invoices from bank statements, enables a quick, automated and effecient way to keep revenue up to date. Our effortless settlement works in a few steps:
  1. Bank transaction Retrieval: You start by retrieving recent bank transactions by connecting your bank account to plude.
  2. Matching Transactions: The bank transactions are matched against open invoices. This process is automatic, where the system finds matching amounts, dates, and reference numbers.
  3. Reconciliation: For each matched transaction, the system reconciles it with the corresponding invoice. It adjusts the invoice status to “paid” or “partially paid,” updating the accounts receivable.
  4. Updating Records: Once reconciled, both the bank statement and the invoice are marked as “settled.” This reflects in the ledger, making your financial reports nice and accurate.
  5. Reporting: Plude generates reports on settled and outstanding invoices, giving insights into cash flow and any discrepancies that need your genius touch.

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Getting started

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Connect a bank account

First you will have to connect one or more bank accounts. Use the following snippet to initialize the bank settlement connect: 
curl
You receive a response as follows: 
{
    "message" : "Use the url and navigate a browser to authenticate",
    "url" : "https://www.aiia.eu/..."
}
Once connected, select one or more bank accounts to allow transaction Reconciliation.