Deskera Books

Easy Bank Integration for Your Business

Deskera Books Bank Connect
Bank Connect
Deskera Books Bank Reconciliation
Bank Reconciliation
Deskera Books Invoicing
Invoices
Deskera Books Billing
Billing
Deskera Books Deposits
Deposits
Deskera Books Back Orders
Back Orders
Deskera Books Expenses
Expenses
Deskera Books Pick Pack Ship
Pick Pack Ship
Deskera Books Inventory
Inventory
Deskera Books Warehouse Management
Warehouse Management
Deskera Books Dropship
Dropship
Deskera Books Payments
Payments
Deskera Books Receipts
Receipts
Deskera Books Accounting
Accounting
Deskera Books Multi-Currency
Multi-Currency
Deskera Books Credit & Debit Notes
Credit & Debit Notes
Deskera Books Financial Reports
Financial Reports
Deskera Books Business Dashboard
Business Dashboard
Deskera Books Quotations Estimates
Quotations/Estimates
Deskera Books Purchase Orders
Purchase Orders

Enterprise-level tool suite.
Small business pricing.

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Stay Connected with Your Bank for Auto Reconciliation

Takeout
Takeout

Bank Reconciliation Detects Errors and Prevents Fraud

Takeout

Stay on Top of Your Bank Charges

Takeout

Connect to Bank with Secure Authentication

Takeout
Takeout

Make Bank Reconciliation Feel like a Breeze

View Bank Report at a Glance

Get Paid Faster via Bank Integration with Stripe

Easy Bank Integration for Your Business

Improve Your Productivity

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FAQs

How does Deskera connect to banks?

Deskera has partnered with Salt Edge, a leading fintech offering open banking solutions to provide you with an easy and secure way to connect to more than 5,000 financial institutions in over 50 countries.

Is it safe to connect to banks with Deskera?

Partnered with Salt Edge, Deskera offers businesses a solution with a high standard of privacy and security that is ISO 27001 certified and PCI DSS compliant. You can now connect to your bank securely to reconcile your transactions easily.

How can I connect my bank to Deskera?

You can go to the Bank module and click on the bank account that you want to connect. Select 'Save and Connect' and fill in the required details.

What are the benefits of bank integration?

By staying connected with your bank, you can enjoy various benefits:
  • Reconcile your bank transactions automatically to detect errors, prevent fraud, and track bank charges
  • Receive payment from customers faster with Stripe

Can I do manual bank reconciliation?

Yes, you can do manual bank reconciliation. Go to the 'Bank' tab on the sidebar menu and click on the contextual menu (the three vertical dots) of the bank account preferred. Select the 'Reconciliation' button.

Can I disconnect my bank once I have connected it with Deskera?

Yes, you can disconnect your bank once you have connected it with Deskera Books. Go to the 'Bank' tab on the sidebar menu and click on the contextual menu (the three vertical dots) of the bank account preferred. Select the 'Disconnect' button.

How can I connect my bank to Stripe?

You can connect your bank to Stripe easily by going to the 'Bank' tab on the sidebar menu. Click on the contextual menu (the three vertical dots) of the bank account preferred. Select the 'Connect Stripe' button.

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