Accounts & Bank Integration
See the full financial picture.
Connect cards, bank accounts, and manage multi-currency balances via Open Banking API. Reconcile payments and expenses automatically.
What you can do
Key features.
Multi-currency accounts
Balances and transactions in EUR, GBP, USD, TRY and more.
Direct bank integration
Connect banks and payment providers that offer secure API access.
Transaction sync
Bank transactions flow into YachtBooks instead of being typed in.
Payment initiation
Pay approved invoices from the same workflow, where your bank supports it.
Yacht and crew cards
Physical or virtual cards per yacht, department, crew member or purpose.
Automated reconciliation
Transactions are matched to invoices, expenses and budget lines.
How it works
From start to finish.
- 01
Approve
An invoice or expense is approved against its budget.
- 02
Pay
Payment is made from the connected account or card.
- 03
Reconcile
The bank transaction is matched automatically.
- 04
Report
Balances and reports are up to date, in every currency.
YachtBooks Intelligence
Just ask.
Ask about Accounts & Bank Integration in plain language and get the answer from your own data.
More about YachtBooks Intelligence- What is our balance across all accounts in EUR?
- Which card payments are not reconciled yet?
- How much did we pay the agency this month?
- Show me today's transactions.
Connected
Banking becomes part of the operation.
Instead of moving information between YachtBooks and online banking by hand, financial activity is organised, monitored and analysed in one place.
Cards
A card for every yacht, department or purpose.
Physical or virtual cards for specific yachts, departments, crew members or spending purposes, with every transaction tied back to budgets, suppliers and reports.
“Since the system operates with accurate data and is fully synchronized with the office, our accounting, PMS, and other operations continue to run smoothly with minimal disruption, despite the 8-hour time difference between us.”
FAQ
Common questions.
Which banks are supported?
YachtBooks connects with banks and payment providers that offer secure API access. Tell us which bank you use and we will confirm.
Can we issue cards?
Depending on the banking partner, physical and virtual cards can be issued per yacht, department or crew member.
See it in action.
Book a demo and we'll walk you through it with your yachts in mind.