Getting started
Connect your bank
Link your Swiss bank account to automate reconciliation.
Numezis connects to Swiss banks via the bLink open banking standard (SIX Group). Once linked, your transactions stream in daily and the reconciliation engine matches them against your invoices and bills automatically.
Supported banks
bLink supports all major Swiss institutions including UBS, Credit Suisse, PostFinance, Raiffeisen, ZKB and the cantonal banks. The full list is maintained by SIX.
Setup
- Go to Accounting → Banking → Add connection.
- Pick your bank in the list.
- You'll be redirected to your bank's authorization page. Approve the read-only access for "Numezis".
- Pick the accounts you want to sync. You can include or exclude accounts at any time.
- Wait a few minutes for the first sync. Subsequent syncs run daily.
What gets imported
- Transactions (debit and credit) with date, amount, counter-party name and ISO-20022 details where available.
- Account balances (current and available).
- IBANs for matching against vendor and customer records.
We never receive or store your bank credentials. Authorization happens entirely on your bank's portal.
Manual fallback
If your bank isn't on bLink, you can upload CAMT.053 files monthly from Accounting → Banking → Import statement. The same reconciliation engine runs on imported transactions.