PayBolt - Connecting Banking & Accounting

Paybolt + Yodlee or GoCardless Nordigen Integration

Link Banking and Import Transactions

Connect Your Bank Accounts

Automating transaction imports simplifies payments and helps keep everything organized

PayBolt partners with Yodlee and GoCardless (formerly Nordigen), trusted providers of secure banking integrations, to streamline syncing bank account and PayBolt transaction data directly into your system

Sync Transactions from Banks and Cards
Reconcile Deposits Across Multiple Invoices
Allocate Expenses to the Right Vendors
Quickly generate expenses from your transactions in bulk for easy record-keeping
Support exporting expenses and vendor data for efficient tracking and reporting
Quickly categorize multiple expenses in bulk for streamlined tracking.
Enable automatic syncing to download transactions.

How Bank Feeds Operate

Set up Yodlee or GoCardless"Bank Account Data" feeds in your PayBolt account, and they will automatically retrieve and import your bank transactions

Key Banking Features

Match Withdrawals to Vendor Expenses

Link your bank withdrawals to vendors in your Paybolt account. You can then rebill these expenses to clients or generate detailed expense reports

Match Transactions to Invoices & Expenses for Easy Reconciliation

Easily reconcile daily deposits by matching them as payments across multiple invoices.

Enable "Autosync" to automatically import bank feeds or manually enter transactions.

You can either manually or automatically import your bank data into Paybolt for easy matching with invoices and vendors

Frequently Asked Questions

Paybolt is a payment gateway that allows you to accept payments from your customers. Paybolt Payments is India's leading payments and API banking company. It helps 8,00,000+ businesses accept and send money and is used for multiple use cases like vendor payouts, wage payouts, bulk refunds, etc. Paybolt Payments offers the widest range of solutions including API banking platform Payouts that helps businesses send money instantly 24x7 to any bank accounts, UPI ID, card, or wallet with a simple API that businesses can integrate with their product, instead of uploading complicated files on corporate banking portal. Paybolt Payments also offers an advanced payment gateway with features like instant refunds, card-preauthorization, etc among other products.

Yes, you can combine tasks and products on the same invoice.

Yes, you can invoice a task and re-bill expenses within the same project.

You can manage vendor payments in the vendor section.

Yes, recurring invoices can be created in the recurring section.

Yes, you can easily track and categorize expenses in our system.