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.

Managing bank records alongside receivables and payables

Product

Payment matching flows straight into receivables cleanup.

01

AI matches sales invoices to incoming payments

Bolta reads counterparty, amount, and payment details to suggest the right match and updates receivables for you.

Sales tax invoices and outstanding receivables

02

Link purchase invoices to withdrawals to track payables

Attach withdrawals to purchase invoices imported from Hometax to check payment status and the remaining balance.

Purchase tax invoices and outstanding payables

03

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.

The sales and purchase ledger

FAQ

Still have questions?

Look through the answers below. If you need something more specific, send us an inquiry.

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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.

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