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Bank Statement Import Automation

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Posted on by Pushparaj

Hi Experts,

I have a requirement of importing the Bank statement periodically into bank reconciliation page.

I can't use the yodlee app because my tenant is based in India.

how we can achieve this? is there any documentation of blogs regarding this integration?

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Community member 20 on at

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Bank Statement Import Automation

Hi Pushparaj,

I also have the same requirement. Have you been able to integrate your bank with D365 to import bank statement automatically? How?
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DAnny3211 9,276 Moderator on at

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RE: Bank Statement Import Automation

hi

look documentation

learn.microsoft.com/.../how-to-import-and-reconcile-bank-statements

DAniele
Pushparaj on at

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RE: Bank Statement Import Automation

Hi Zhu,

Unfortunately, it's not available in indian localization.
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YUN ZHU 81,314 Super User 2025 Season 1 on at

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RE: Bank Statement Import Automation

Hi, I found a extension on AppSource, but I'm not sure if this supports India, you can try contacting them.

https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.softera_baltic%7CAID.softeradokubank%7CPAPPID.8051ee19-8246-489f-9f2c-4d89e1710f7e?exp=ubp8

Hope this helps.

Thanks.

ZHU
Pushparaj on at

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RE: Bank Statement Import Automation

Thank You For your Reply.

What I really want is BC have to integrate with the bank portal through API and Have to import the statement directly from the portal to Bank Reconciliation Page.

Is it possible to do that?
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Nitin Verma 21,544 Moderator on at

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RE: Bank Statement Import Automation

Hi,

You can try below link

www.crestwood.com/.../

learn.microsoft.com/.../how-to-import-and-reconcile-bank-statements