TRESIO all-in-one financial management platform offers a wide range of integrations with leading third party applications. With TRESIO, you can effortlessly connect and synchronize your banking, accounting, invoicing, HR, and payment systems, unlocking a world of possibilities for streamlined financial operations. These integrations enable secure and automated data synchronization, allowing you to access real-time information and optimize your financial processes. If you’re interested in learning more, you can watch our tutorial video (10:08) at the bottom of this article.
How to connect your international banking platforms and import transactions
You can connect your bank using one of the following partner platforms, depending on your needs:
- Nordigen – connects with more than 2300 European banks
- Plaid – allows connection to American and Canadian banks
- Ebics – Connect your Swiss and German bank accounts, with optional export of CAMT files to your SharePoint or Google Drive.
- SFTP – imports your bank transactions from an Excel file using an SFTP secure connection
- Import data from URL – Transactions – Imports transactions and invoices from Google Spreadsheet or Excel file
How to connect your Invoices and accounting, HR-software, Subscriptions and Journals tools
TRESIO lets you connect with the following software tools:
- Bexio – invoices and bills – to download customer invoices and supplier bills
- EXXAS – downloads customer invoices and supplier bills
- Run my Accounts – to import your debtors and creditors, their bills, and bank accounts information
- Small Invoice – imports your customer invoices
- Import data from URL – bills and invoices – Imports bills and invoices from Google Spreadsheet or Excel file
- deel. – downloads all contracts and creates employee information
- Stripe – synchronizes your subscriptions
Once you have identified the required connections, just click on the Connect button to set up integrations for each tool accordingly. You will be presented with some short and simple instructions that will help walk you through the whole process.
Nordigen
TRESIO’s partnership with GoCardless (formerly: Nordigen) unlocks powerful connectivity with over 2,300 leading European banks in 32 countries.
Connecting European banks – just click on the Nordigen Connect button, select you Bank domicile country and the Bank.
When reconnecting accounts via Nordigen, please ensure the following settings are selected:
- Enable automatic updates – ensures accounts stay up to date automatically
- Include bank accounts – required for accounts to be integrated
- Include transactions – necessary for transactions to be imported into Tresio
After reconnecting, we recommend running “Sync Nordigen” to ensure all data is fully updated. Manual data sync is important if you would like to get the latest data into the system before the nightly auto update.
Please note that the connection must be renewed after 90 days. In this case, you will be notified by the following message:
Plaid
Connecting US and Canada banks – click on the Plaid connect button and select the Bank you wish to connect to.
Ebics
Connecting Swiss banks – as Swiss banks are not PSD2 capable, you will need to Apply for your Ebics integration by filling out the TRESIO Open Banking Google form directly in the TRESIO application. We will contact you for the individual set up.
Data download (import) settings:
- Include transactions – imports very recent (up to a week) transactions history
- Include Archived Transactions (up to 1 year) – tick this box to upload archived files to your shared folder, otherwise only current data files will be uploaded.
Automatic data export to private storage (optional)
This connection also allows for the optional export of CAMT files (including interim, booked, and batched transaction reports) directly to your SharePoint or Google Drive.
We have also defined the adding of SFTP to the integration, which will enable automatic synchronization between Tresio and your accounting tools. Please talk to our experts in case this is interesting for you.
Data upload (exporting) settings:
- Organize uploads by company folder – when enabled, Tresio will create a separate folder for each company. In case a single IBAN is linked to multiple companies, the data will be uploaded to each company’s individual folder. If disabled, all files will be uploaded into a single shared folder.
SFTP
You can import your bank transactions from an Excel file using an SFTP secure connection. This connection can be utilized when your financial software lacks native integration with Tresio but enables you to export data in an Excel (.xlsx) format.
Import data from URL – Transactions
Allows you to import data from a Google Spreadsheet or Excel file. You can also upload a ZIP file containing CSVs for transaction import.
The main screen displays all configured SFTP connections, each with the following settings:
- Update existing – when enabled, new transactions will be added, and existing ones will be updated. When disabled, all existing transactions for thee uploaded accounts will be removed before adding new ones.
- Active – active integration is included in the general Sync update
- Auto-update – enable automatic daily updates for transactions
Click on ‘+ New’ to set up a new URL-based connection.
Bexio – invoices and bills
Bexio is the Swiss online accounting software for small business. This integration will download customer invoices and supplier bills, in the future we will import complete balance sheet information.
EXXAS
This integration will download customer invoices and supplier bills, in the future we will import complete balance sheet information.
Run my Accounts
A Swiss accounting tool that lets you track customers, invoices and orders. Connect to import your debtors and creditors, their bills, and bank accounts information.
Small Invoice
The Small Invoice is a customer Relationship Management tool that simplifies invoicing, offers, order confirmations, and delivery notes .Connect with it to automatically import your customer invoices.
Import data from URL
The ImportDataFromURL enables the import of Transactions, Bills, and Invoices from a Google Spreadsheet or Excel file. This no-code integrator is ideal when your financial software lacks a native integration with Tresio but supports data export in spreadsheet formats.
For transaction imports, you can also upload a ZIP file containing multiple CSV files. All CSV files within the ZIP must share the same data structure, including identical columns and headers, to be processed correctly.
Import data from URL – bills and invoices
This screen allows you to manage two separate connections—one for Bills and one for Invoices. Each connection can be individually enabled, disabled, and configured.
deel.
Deel. is the online HR and compliance software that simplifies international hiring for businesses of all sizes globally. This integration will download all contracts, created in deel. and create employee information.
Stripe
Stripe is the leading payment gateway to accept credit card payments. This integration synchronizes your subscription information and lets you forecast the Stripe subscription revenue on a daily basis.
Bexio – journals
Bexio facilitates the administration in SME’s. This integration will download customer journals data.
