Match what landed in the bank

Upload a bank CSV, match payments to invoices and turn outgoing transactions into expense records. Review each match before saving it.

Start free See how it works

CSV import, matching and saved rules on every plan. You upload the file; there is no live bank feed.

From a bank file to records that match

Bring the transactions in

Download a CSV from your bank, choose the account in Bilbee and check which columns contain the date, description and amount. Preview the file before importing.

Choose the date format used in your file
Single amount or separate debit and credit columns
Column settings saved for the account

Bilbee identifies and skips transactions already imported into that account.

Read the bank import FAQs

September transactions

Bring in your bank file

september-transactions.csv

Date column: Date
Description column: Description
Amount column: Amount
Date format: DD/MM/YYYY

Check the columns and preview before importing.

Connect the payment to the invoice

Review suggested matches and choose the invoice a payment belongs to. If a client pays several invoices together, split the transaction across them.

Record full or part-payments
Allocate one payment across multiple invoices
See the amount still left to allocate

Explore invoices and payments

Northside Studio · Bank transfer

One payment, two invoices

Bank payment: $1,100
Invoice INV-0041: $550
Invoice INV-0042: $550
Left to allocate: $0

Review each allocation before confirming.

Make familiar expenses easier to sort

Save a rule for a regular supplier. When an imported description matches, Bilbee suggests the expense category and business-use percentage for you to check.

Create expense records from money-out transactions
Save and edit rules for recurring descriptions
Mark personal spending and transfers separately

Rules prepare the details. You review and confirm before anything is booked.

Explore expenses and receipts

A regular software expense

Remember a regular cost

Suggested details

Description contains: ADOBE
Expense category: Software & subscriptions
Business use: 100%

A saved rule prepares the details. You check and confirm.

Bank matching is included from the start

Every plan: Bank CSV import, transaction matching and saved expense rules.
You stay in control: Upload the file, review the matches and confirm each record. There is no live bank feed.

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Questions about bank import

Does Bilbee connect directly to my bank?

No. Export a CSV file from your bank and upload it to Bilbee. You don't enter your online banking password or connect a live feed.

What needs to be in the CSV?

The transaction date, description and amount. Bilbee lets you select the columns and date format, including files with separate debit and credit columns. Check the preview before you import.

What if I've already imported some of the transactions?

Bilbee detects transactions already imported into the same account and skips those duplicates. Check the import result and review the new transactions before recording them.

Can one bank payment cover several invoices?

Yes. Split the incoming transaction and allocate amounts to the relevant invoices. You can also record a part-payment against an invoice.

Will saved rules book expenses automatically?

No. A rule matches text in an imported description and pre-fills the expense category and business-use percentage. You still review and confirm the expense.

What about personal spending or transfers?

Mark those transactions as personal or transfers so they don't become business income or expenses. You choose the treatment while reviewing the imported records.

Do I need a paid plan?

No. Bank CSV import, matching and saved rules are available on every plan, including Free.

See how it all connects

Bilbee is invoicing, expenses and tax for Australian sole traders.