A bank transaction becomes a Logo voucher by itself
Our finance portal pulls bank transactions through an API, writes them to Logo as bank vouchers using Logo bank mapping, matches accounts and converts card POS settlements into vouchers. Cheque portfolio, cash flow and reconciliation live under the same roof.
Modules and capabilities
Bank transactions
Account movements are pulled, written as bank vouchers via Logo bank mapping and matched to accounts.
POS settlement
Card POS settlements are converted to bank vouchers; card and payment tracking.
e-Invoice inbox
Synchronisation of incoming e-invoices and a check on whether they were processed in Logo.
Cash flow
Due-date based cash-flow view, cheque portfolio and reconciliation.
Contracts and quotations
Contract/quotation/CRM modules and an e-document studio.
Notifications
WhatsApp and e-mail integrations.
We carry the project end to end
Discovery and analysis
We map your processes, Logo set-up and goals together.
Pilot
We validate with a limited-scope pilot, then scale up.
Go-live
Data migration, training and cut-over, by our own engineers.
Support and growth
Remote and on-site support; co-development for new needs.
Frequently asked questions
Which banks does it work with?
The bank link runs through a bank data API; coverage depends on your bank's support in that service.
Are vouchers posted to Logo directly?
Yes, bank vouchers are posted through the Logo REST API; reads and matching use Logo SQL.
More from our ecosystem
Data-Net YBS
CEO dashboard, collections, cash projection, import costing and accounting control. Logo data becomes a decision panel.
Learn moree-Invoice Distribution and Approval
Allocates incoming e-invoices to cost centres, routes them through multi-level approval and posts them to Logo.
Learn moree-Transformation
e-Invoice, e-Archive, e-Waybill and e-Ledger set-up integrated with Logo.
Learn moreLet's set this up in your business together
In a short call our engineers listen to your need and outline the right scope and pilot plan.