kvitta
Features

Everything Kvitta does between the payout and the posted journal.

The problems every online shop on Business Central has with payment providers, and how Kvitta handles each one. Then the rules, the safeguards, and who it is for.

The problem

The bank shows one number. Business Central has four hundred open invoices.

Matching the two is a daily job in every online shop on Business Central. Here is what eats the time, and what Kvitta does with each.

One payout covers hundreds of orders

The bank line is a single sum, net of fees and refunds. The work is finding every invoice inside it.

Every payout is accounted for to the cent: each line matched, posted or kept open on purpose, and the payout checked against the bank.

A line that does not fit stops the day

A short payment, a refund with no credit memo, a reference nobody recognises. The spreadsheet waits until someone decides.

Decide on the spot: post it to an account, write off the difference, or leave it open for later. Your choice becomes a rule.

Every rule change is a consultant ticket

Add-ons and partners change matching for you, on a quote and a release date.

Rules are sentences you read and change yourself. They apply from the next match.

The ERP decides what matching can do

Logic built inside Business Central is limited to what an extension can do, and every change waits for a release.

Kvitta works beside Business Central, so rules can clean references, add lines up and read each provider's own file, with screens made for finance.

The same files, by hand, every day

Log in to each portal, download, paste, check, post. Then again tomorrow.

Files arrive by email, SFTP or the provider's API and are matched as they land. Switch on Autopilot and the journal posts itself, so you only check the deviations.

One person knows how

The method lives in one head and one spreadsheet. Holidays and sick days stop the close.

Anyone on the team can run the day. The method lives in the rules, not in a person.
Rules

Matching rules you read, and change yourself.

Each rule is one sentence. It runs the same way every day, until you change it. No ticket, no release window.

✓
AI drafts: reads new formats, finds how your references are written, proposes the rule.
✕
AI never: picks the invoice a payment settles, or writes a figure in the journal.
→
You: read the sentence and approve it.
✦Proposed ruleAdyen EUR
In one sentence Strip the leading ORD- and anything after the second dash from the merchant reference, then match on invoice number. "ORD-10442-2" → "10442"
✓Every cleaned reference exists as an open invoice
Approve the ruleEdit
Open items

The whole open ledger, sorted into worklists.

Kvitta reads every open customer entry in Business Central, not just today's payouts, and sorts them into lists with the action each one needs. Close a set in one posting, write off rounding together, or chase what is overdue.

Ask Kvitta
Invoices overdue more than 60 days, web channel
38 entries picked below. You choose what happens next.
Ask in plain wordsSay which entries you mean, the way you would to a colleague. The AI picks them; it never posts anything.
Kvitta found a matchEntries that name each other, with what closing them would take.
Nets to zeroEntries on one order that cancel each other, applied in one posting.
RoundingRemainders small enough to be rounding, written off together.
Left open by KvittaRefunds waiting for their credit memo, raised from the list.
To chase and overdueInvoice customers with something outstanding, and everything past 90 days.
Safeguards

Fast, and the ledger stays right.

The expensive mistakes in this work are the quiet ones. Kvitta is built to stop them.

Never imported twiceA file Kvitta has seen before is stopped before it posts.
Totals checkedCount and sum against the file's own totals, so a cut-off download stops loudly.
A missing day showsA gap in the statements, or a source that goes quiet, is flagged to the approvers.
Inferred matches waitA match that needed a cleaned reference or a sum of lines is held until a person approves it.
AI drafts, you decideIt never picks the invoice a payment settles, or writes a figure in the journal.
A record of every batchViewers, preparers and approvers, and who did what to every batch.

Built for online retail on Business Central.

A good fit if

  • Each order becomes an invoice or credit memo that stays open until settled.
  • Money arrives batched, one payout covering many orders.
  • Somebody works through them in a spreadsheet today.

Less so if

  • You post one revenue journal a month from payout reports.
  • Sales close at the till, with nothing left open.
  • You want bookkeeping, VAT returns or a full close. Kvitta is one step.

Free while you upload. From 149 EUR a month once Kvitta fetches the files.

One price per company, never per seat.

See pricing

Setting up receivables on Business Central?

Why each payment provider should have its own bank account, with a worked example.

Read the guide