Connect your bank data to Saldo for automatic reconciliation.
4 min readBank statement import is one of Saldo's most powerful features. Once imported, transactions are automatically matched against your invoices and bills.
| Format | Extensions | Notes |
|---|---|---|
| CSV | .csv | Most universal. Column mapping required on first import. |
| OFX/QFX | .ofx, .qfx |
| Common in US banking. Parsed automatically. |
| QIF | .qif | Legacy format. Basic transaction data only. |
| MT940 | .sta, .mt940 | European SWIFT standard. Full structured data. |
| AI-powered extraction. Best with digital PDFs. |
Saldo processes each transaction and attempts to match it with existing invoices or bills. Matches are categorized by confidence level. High-confidence matches are auto-confirmed; others appear in your review queue.
Import statements regularly for the best matching results. Weekly imports are recommended for active businesses.
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