In this section, you can find all the active company accounts. You can enable bank accounts or accounts from various payment systems, such as Upwork, Payoneer, PayPal, Wise, Bank of America, cryptocurrency wallets like Tronscan, Trustee Plus, and others. Additionally, cash accounts are available, for which transactions need to be created manually.

Система дозволяє проводити інтеграцію з банками та системами бухгалтерського обліку.

Якщо це інтеграція з банком, наша система дозволяє імпортувати CSV файли з банків або інших платіжних систем.

Interface overview 

Accounts in the system are divided into two types:

Accounts requiring statement uploads

The user needs to export a CSV file from the payment system and import it into ITFin.

Accounts requiring statement uploads

The user manually creates transactions to track cash flow in the system. Afterward, the transaction is submitted for reconciliation. There is a separate Reconciliation section in the system for this.

We also have a template for importing manual transactions, which you can request from your manager.