Automating tax invoices removed the month-end crunch
심플리 임윤희님
Read story (Korean) (opens in a new tab)Transaction management
Transaction management for steady cash flow
Let AI reconcile tax invoices against bank activity. See outstanding receivables and payables by counterparty on one screen.
01Product
Payment matching flows straight into receivables cleanup.
AI matches sales invoices to incoming payments
Bolta reads counterparty, amount, and payment details to suggest the right match and updates receivables for you.
Link purchase invoices to withdrawals to track payables
Attach withdrawals to purchase invoices imported from Hometax to check payment status and the remaining balance.
Keep purchases, sales, and bank activity in one ledger
Connect invoices and bank activity in one place to review sales, purchases, receivables, and payables together.
02What changes
Here is what changes
Before
Check invoices against bank activity line by line
With Bolta
AI suggests the match and updates receivables
Before
Look up purchase invoices and withdrawals separately
With Bolta
Link withdrawals to see payment status and the remaining balance
Before
Track sales, purchases, and bank activity in different places
With Bolta
Review receivables and payables together in one ledger
03Customer stories
What teams say after moving their invoicing to Bolta
“A task that took 10 minutes now takes one. Our efficiency has more than doubled.”
Twice the output: how one team issues invoices and tracks receivables
팀스파르타 재무회계팀
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How Team Sparta rebuilt expense approvals around Bolta
팀스파르타 재무회계팀
Read story (Korean) (opens in a new tab)
A simpler way for finance teams to issue Korean tax invoices
인에디트 염창엽님
Read story (Korean) (opens in a new tab)04Keep exploring
Related features and APIs
- Payment requestsWhen you issue an invoice, Bolta sends the due date and bank details with it, tracks payment status, and follows up on what is still outstanding.
- Tax invoice issuanceStart billing on time with scheduled and recurring issuance. Every invoice flows straight into payment matching and receivables tracking.
- Expense reportsRecord spend requests and approvals in one place. Carry it through to project budgets and transfer preparation.
Connect it inside your service with the API
- Bank account transactions APIDownloading bank files and copying them into internal records repeatedly? Bring transaction data from your company's Bolta-connected accounts into your own system.
- Revenue and expense APIDownloading sales and purchase tax invoices from Hometax and copying them into your books? Bring the revenue and expense records stored in Bolta into your own system.
FAQ
Still have questions?
Look through the answers below. If you need something more specific, send us an inquiry.
Can I see invoices that were not issued through Bolta?
Yes. Import your sales and purchase invoices from Hometax and review them in Bolta.
Can I limit who sees bank activity?
Yes. Team permissions let you control what each member can access.
What happens when a payment arrives in several instalments?
Link multiple payments to a single invoice to see its payment status.
Can I match from the bank activity side?
Yes. From a bank entry you can find and match the invoice it belongs to.
Stop losing track of receivables by counterparty
AI links incoming payments and keeps the outstanding balance current.