Receive bank statements by email

Many banks email statements on a schedule. Instead of downloading and uploading each one, you can forward them to a private AXO address.

1. In Settings › Integrations, open Bank statements by email and turn it on.
2. Copy your company's private statement address.
3. Add the address your bank sends from to the list of allowed senders.
4. In your email account, create a rule that forwards your bank's statement emails to the AXO address.

Each attached statement is read and its lines land in the reconciliation inbox. Every email received is logged, including any that couldn't be read and why.