SMART BANK IMPORT

Smart Bank Import is the easiest way to connect your bank account to Dolibarr and automate your accounting. Using Enable Banking or GoCardLess (your choice of provider) and the Dolibarr REST API, you can securely import bank transactions and instantly create invoices, payments, taxes, salaries, and more—directly from your bank data.

What it actually does (no other module does all of this):

1. Imports bank transactions — both credits and debits — directly from your bank into Dolibarr, using Enable Banking or GoCardless (your choice of provider, for maximum security and flexibility)
2. SMART Linking — automatically matches incoming bank transactions with existing Dolibarr bank entries, making reconciliation instant and accurate
3. Mobile invoice scanning — scan receipts and invoices directly from your phone; they're automatically converted to PDF and attached to the relevant transaction
4. Global document library — upload files in advance and link them to transactions when needed, keeping your accounting clean and paperless
5. Multi-account management — connect and manage multiple bank accounts, hide accounts you don't need, and stay in full control
6. Multi-user access with permissions — create multiple users and assign granular permissions per role

Your data is never stored on our servers

Unlike most bank sync tools, Smart Bank Import does not store your banking data on any third-party server. Your data flows directly into your Dolibarr — we never store your banking information.

For further confidentiality, you choose your own connection provider — Enable Banking or GoCardless — so you stay in control of who handles your data. GDPR-compliant, fully encrypted.

Honest, transparent pricing — no surprises

Some tools advertise "free" bank imports, then charge per connection once you're set up. Smart Bank Import has one clear price:

• That covers one bank account with all features, unlimited imports
• 15-day free trial — no credit card tricks, no hidden activation fees

You always know exactly what you're paying. No per-transaction fees, no surprise charges, no locked features.

How to get started:

1. Download the free Dolibarr module
2. Enter your Dolibarr API URL and API key
3. Connect your bank via Enable Banking or GoCardless
4. Start importing — accounting

👉 Full documentation: https://smartbankimport.com/en/Documentation