Banking and reconciliation

Banking and reconciliation guidance covers connecting Revolut Business or Airwallex, importing statements for other banks, and matching transactions to invoices. Bank connections are described as read-only, for retrieving accounts or transactions rather than making payments. The Airwallex and Revolut guides outline the respective connection setup and first import. For other institutions, the CSV guide covers statement exports, accepted columns and formats, skipped rows, and re-importing without duplicates. Reconciliation guidance explains the matching screen, suggested matches, checks to make, validating or dismissing a match, bank fees, and the statement. Payer aliases associate a name or IBAN from a statement with a client so later reconciliation suggestions improve. Related finance settings are documented in workspace setup. Use these articles to select the applicable connection or import route, understand how statement information is brought into Krak Stack, and review or refine suggested invoice-payment matches. The guides also cover bank connection maintenance and common matching considerations.