Connect your bank to invoices and expenses

Sync transactions from a supported bank or import a statement. Match incoming and outgoing payments to documents, then review the bookkeeping suggestions.

Explore an illustrative Norman workflow.

FV/10/2026/02Partially paid
Amount paid

400,00 / 1 000,00 zł

First payment
400,00 zł
Outstanding
600,00 zł
Example: one invoice, two payments, one revenue entry.

Bank reconciliation

From everyday work to organised records. See how the workflow connects.

Choose your connection

Check available banks and account types in the app. The connection may require you to renew consent with your bank periodically.

Transactions to reviewSynced
FV/10/2026/02Partially paid
Amount paid

400,00 / 1 000,00 zł

First payment
400,00 zł
Outstanding
600,00 zł
Example: one invoice, two payments, one revenue entry.

One invoice, several payments

Link partial payments to a document and track the paid amount. The document and movement of money remain separate parts of the accounting workflow.

Statement import
bank.csv
Date
Description
Currency
Transaction amount

Statement import as another option

If you do not connect a bank, add transactions through a supported import. Review dates, currency and column mapping before saving.

A payment is not always new revenue

A PLN 1,000 invoice and two transfers: PLN 400 and PLN 600. Keep one sales document and two linked payments.

In NormanWhat you review
After the first paymentPLN 400 paid, PLN 600 outstanding.Link the payment to the invoice.
After the second paymentPLN 1,000 paid, nothing outstanding.Review both payments on the document.
In your booksOne sale, settled receivables.Compare the transaction date and payment date.

Good to know

Does connecting a bank initiate payments?

This workflow retrieves transactions and matches documents. You make payments in your bank.

How do I reconcile two instalments?

Link both payments to the same document. Review the paid and outstanding amounts without creating another sale.

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