Offline Banking for Perfex CRM

Offline Banking for Perfex CRM is an extension module for Perfex CRM. Perfex CRM is required to use this module. Import your bank statements and automatically match transactions with invoices and expenses. Save hours of manual bookkeeping work. Demo: perfex.demo.phplabor.de Use login buttons “Admin 1” or “Admin 2” The Problem Every month you download bank statements from your online banking. Then you spend hours manually checking which payment belongs to which invoice. Which expense was already booked? Did customer XYZ pay invoice #1234? The Solution Offline Banking imports your CSV bank statements and automatically suggests matching invoices and expenses. The intelligent algorithm analyzes invoice numbers, amounts, client names, and dates to find the best matches. One click to confirm – done. Key Features Smart Matching Algorithm

• Finds invoice numbers in transaction descriptions
• Matches amounts (exact or within tolerance)
• Compares client names with counterpart names
• Considers date proximity
• Shows confidence score for each suggestion

Flexible CSV Import

• Works with any bank that exports CSV
• Auto-detects delimiter and format
• Visual column mapping editor
• Supports different date formats
• Handles European (1.234,56) and US (1,234.56) number formats
• Duplicate detection prevents double imports

Complete Transaction Management

• Link income to invoices (creates payment record)
• Link expenses to existing expenses
• Create new expenses directly from transactions
• Assign multiple invoices to one transaction
• Ignore transactions (e.g., internal transfers)
• Unassign with option to delete booking

Multi-Account & Multi-Currency

• Unlimited bank accounts
• Individual CSV mapping per account
• Different currency per account
• IBAN storage for reference

Perfex SaaS Compatible Fully compatible with the Perfex SaaS Module by ulutfa.

• Regular License: Master installation only
• Extended License: Master + all Tenants automatically

Included Languages English, German, French, Spanish, Italian, Portuguese (Brazil) Requirements

• Perfex CRM 3.0 or higher
• PHP 7.4 or higher

 

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.