About Banktrack
Banktrack is a financial management software from Bank2Email that helps manage the business in real time with categorized data, eliminating reliance on external bookkeeping services. It provides always-updated income and expense tracking, customizable graphs and blocks, and the ability to filter data by time periods, categories, or banking products so users can visualize the business finances clearly. Users can create reliable scenarios and forecasts, issue invoices compatible with Verifactu, and send all invoices to Banktrack via email or WhatsApp. Key capabilities: real-time financial insights customizable reporting data filtering options KPI tracking invoice management Best for: SMEs that need efficient financial management and real-time visibility into their business operations.
Banktrack is a powerful, cloud-based Cash Flow and Treasury Management platform engineered to provide SMEs, Holdings, and Advisory firms with real-time financial clarity. Its core strengths are its ability to consolidate data from over 120 banks into a single dashboard and its use of AI for automated invoice and transaction reconciliation, which drastically reduces manual bookkeeping effort. The platform excels in forecasting, allowing users to easily model "What-If" scenarios to make strategic, data-driven decisions. By centralizing all financial data, providing sophisticated alerting via messaging apps, and offering transparent, tiered pricing in Euros, Banktrack is an highly effective, modern solution for any business needing to move beyond spreadsheets to actively monitor, predict, and optimize its liquidity.
Pros & Cons
- +Provides highly customizable alerts
- +Leverages real-time data to generate highly accurate cash flow forecasts
- +Automatically digitize invoices and reconcile them with bank transactions
- +Provides a single, unified, and real-time dashboard of all cash flows
- −Steep learning curve for new users
- −The depth and reliability of real-time sync is less robust for banks outside the core European market.
- −There is no public API for custom integrations
Features
Key features
- Multi-Bank, Real-Time Consolidation
- Connects securely with over 120 banks (via Open Banking/PSD2) to provide a single, unified, real-time dashboard of all expenses, income, and account balances across multiple bank accounts and legal entities.
- Intelligent Forecasting and Scenarios
- Allows users to create, compare, and modify "What-If" scenarios (e.g., hiring, investment) and automatically updates forecasts based on real-time bank data, providing clear future financial visibility.
- AI-Powered Invoice & Transaction Reconciliation
- Uses Artificial Intelligence (AI) to digitize, manage, and automatically reconcile invoices and bank transactions, eliminating manual matching and reducing errors.
- Customizable Alerts and Reports
- Users can set intelligent alerts for events (e.g., low balance, duplicate charges) and receive highly customizable reports directly via multiple channels, including Email, WhatsApp, Slack, and Telegram.
Additional features
- Transaction Categorization & Rules
- Allows users to categorize and classify transactions by project or business line, with the ability to create automatic rules for classifying future recurring transactions.
- Budget Setting and Control
- Enables users to set budgets for various categories or projects and then monitors real-time cash flow against these budgets, helping to prevent financial overruns.
- Conciliation Matrix
- A tool for easily comparing and reconciling financial data across different accounts and entities.
- Multi-Entity/Holdings Management
- Provides features to consolidate and oversee the finances of multiple companies within a group structure from a single dashboard.
- Transaction Search and Export
- Offers a powerful search engine to locate specific transactions in seconds and export the data into multiple formats (PDF, CSV, JSON).
- Payment & Collections Calendar
- Provides a clear, organized view to plan for collections and payments up to 90 days in advance.
- Invoice Digitalization via Messaging
- Allows users to send invoices or tickets via channels like WhatsApp or email for automatic AI-powered digitization.
- User and Workspace Management
- Allows firms to share access with team members and managers without sharing bank passwords, with role-based multi-user and multi-workspace support.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Banktrack
Banktrack is a financial management software from Bank2Email that helps manage the business in real time with categorized data, eliminating reliance on external bookkeeping services. It provides always-updated income and expense tracking, customizable graphs and blocks, and the ability to filter data by time periods, categories, or banking products so users can visualize the business finances clearly. Users can create reliable scenarios and forecasts, issue invoices compatible with Verifactu, and send all invoices to Banktrack via email or WhatsApp. Key capabilities: real-time financial insights customizable reporting data filtering options KPI tracking invoice management Best for: SMEs that need efficient financial management and real-time visibility into their business operations.
Banktrack Details
Banktrack's In-App Market Place
Does Banktrack have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
EUR (€)
Pros & Cons
- Provides highly customizable alerts
- Leverages real-time data to generate highly accurate cash flow forecasts
- Automatically digitize invoices and reconcile them with bank transactions
- Provides a single, unified, and real-time dashboard of all cash flows
- Steep learning curve for new users
- The depth and reliability of real-time sync is less robust for banks outside the core European market.
- There is no public API for custom integrations
Banktrack's Support Options
Banktrack's Alternatives
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