Misty60110Q: Auto download ‘bank’ statements from PayPal and Wise?
Hello!
I understand that you’re planning to add direct bank feeds including ewallets. Would that likely include pulling the monthly statements from PayPal and Wise (Wise transactions statement, not the ‘jar’ statements)?
Also, what are the methods of importing invoices/receipts and statements into your platform? Is only web UI upload possible currently?
Thank you!
Erinc_SmartClerk
Mar 26, 2025A: Our direct bank integration will initially support more traditional banks. For other financial institutions, our bank/credit card statement processor should suffice until we develop a more robust solution.
For invoices and receipts, we currently offer a web UI only. Although it is mobile-friendly, we do not have a dedicated mobile app at the moment.