Banka - prehľad o platbách a dokladoch na jednom mieste

Advantages of the Bank module

Automatic matching of payments with documents

Bulk invoice payments directly from the application

Passive accountant access without visiting the bank

Export of statements to accounting programs

A quick overview of your finances in one place

Automatic Matching of Transactions and Documents

Connect your bank account, and Doklado will automatically match transactions with saved documents, helping you quickly identify any missing items in your accounting.

Fast and Convenient Invoice Payments

Pay received invoices in bulk without handling them individually. Simply select the invoices for payment and either pay them directly from the application (for Tatra Banka accounts) or generate a payment order.

Account Statements

By connecting your bank account, your accountant gains passive access without visiting the bank. They can download SEPA XML statements or automatically send the data directly to accounting programs like ABRA or Pohoda.

FAQ

Frequently Asked Questions about the Bank module

How do I connect my bank account to Doklado?

You can connect bank accounts from selected Slovak and Czech banks in Doklado. Go to the Bank Account Management section and click Pair Account with Bank, then follow the instructions here.

The price for connecting one bank account is €1 per month + VAT.

Which banks is Doklado compatible with?

Doklado uses Tatrabanka Premium API (PSD2) services to match bank accounts.

It is possible to connect accounts of Slovak banks:
- ČSOB
- Fio banka
- Raiffeisen banka
- Slovenská sporiteľňa
- Tatra banka
- Unicredit Bank
- VÚB banka

And Czech banks:
- Air Bank
- ČSOB
- Fio banka
- Komerční banka
- Česká spořitelna
- Unicredit Bank

Can I link multiple bank accounts?

Yes, Doklado allows you to link multiple accounts from different banks. To connect additional accounts, simply follow the instruction here.

Overview of Payments and Documents in One Place