Companies working on prepayment
Work starts after payment — and nobody should open the bank every morning to check whether it arrived.
Integration
Bank ↔ CRM integration: Monobank and statements
An incoming payment finds its own invoice, closes it and moves the deal forward. Nobody reconciles a bank statement against invoices by hand.
- Bank transactions land in the CRM instantly
- Automatic reconciliation with invoices
- Payment moves the deal along the pipeline
Free consultation
Who needs this
Subscription services
Recurring client payments are marked as received automatically while unpaid ones are highlighted.
Online stores
Reconciling payments against orders without manually matching amounts and payment references.
Sole traders and small teams
When the owner keeps the books, every hour on reconciliation is an hour not spent selling.
What exactly we set up
The base is the bank webhook: a transaction reaches the system the moment it is credited, not the next day.
Receiving transactions
Every credit and debit is recorded with amount, reference, counterparty and date.
Matching with invoices
A payment is matched to an issued invoice by the number in the reference or by amount and counterparty.
Moving the deal
Full payment closes the invoice and advances the deal; a partial one is recorded as a prepayment.
Notifications
The manager is notified about their client's payment in the CRM or Telegram right away, not at the end of the day.
Financial picture
Income and expenses roll up into a report: what came in, what is overdue, what the forecast looks like.
Unmatched payments
Anything that could not be matched automatically goes into a separate list for manual review — nothing is lost.
How the work goes
1. Access and scenario
We get the bank API token and agree which accounts are in scope and what makes a payment "the same" one.
2. Ingestion and log
We bring up the webhook and let transactions accumulate in a log — still without automatic actions.
3. Matching rules
We configure matching, replay it against real past payments and measure the automatic match rate.
4. Automatic actions
We enable invoice closing, deal movement and notifications once reconciliation is proven stable.
What we connect
Monobank has an open API with webhooks, which makes it the fastest start. For other banks we use their APIs or a regular statement import.
MonobankPrivatBank (business)Statements from other banksPlanfixKeyCRMFinmapGoogle Sheets
Bank ↔ CRM integration
Roughly 3–5 business days
- Bank webhook and transaction log
- Automatic matching with invoices
- Invoice closing and deal movement
- Payment notifications for managers
- List of unmatched payments
- Basic financial report
Frequently asked questions
How safe is it to give access to the bank?
The token is read-only for statements and cannot initiate payments. It lives on your server in environment variables, never in code or documents.
What if a client pays without the invoice number in the reference?
Then matching falls back to amount and counterparty. Anything ambiguous goes to a manual review list with the most likely invoice suggested.
Does this work with PrivatBank?
Yes, through their business API or a regular statement import. The matching logic is the same, only the data source changes.
Can we track several accounts and legal entities?
Yes. Each account is connected separately and the CRM shows which entity received the money.