Fiken
Connecting
Find missing items from a bank statement
Upload a PDF or CSV for a NOK bank account, compare it with the ledger, and choose which findings become missing items. Enabled after the full workflow is verified in a test account.
- Awaiting verificationAwaiting verification
How client companies are imported
Whether one connection can list a practice portfolio or has to be added for one client company at a time.
- Choose companiesChoose companies
Posting and delivery
Unposted with posting details
An approved manual or AI-suggested posting is used to create an unposted voucher with the document. The accountant reviews and books it in the accounting system.
- Not supported
Booked with posting details
The accountant reviews the posting and explicitly selects booked delivery. Access must be enabled for the environment and the accounting firm.
- Supported