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Banking

Finally, keeping your bank accounts accurate and up to date is simple.



Import bank statements


Import statements directly into your accounts software from your online banking and match/create new transactions just with a few clicks.

Brightpearl will automatically match your bank statement against your purchases and sales so you don't have to trawl through your accounts. If several invoices look like they match a bank statement entry, Brightpearl will rank each invoice so you can quickly see which is most likely to be correct.

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Payment allocation


Automatically allocate payments to invoices from your bank account.

Quick & accurate reconciliation


Easy to use, coloured reconciliation process to speed up your banking processes.

Reconcile Invoices against Purchase Orders; never get over-invoiced again.

Take credit card payments


Use the in built Brightpearl Virtual Teminal to take card payments from your clients over the phone.

The Brightpearl virtual terminal is launched from within your order screen. It saves you time by automatically completing the clients address and the amount they owe. Once payment is made, the payment is allocated to the accounting system - no booking required!

Brightpearl in the press

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