Rethinking Banking

In today’s business environment, one thing matters above all: efficiency. If you want to work faster, with greater transparency and flexibility, you need systems that actively support your processes. With KLEVERBILL, you can easily connect your business account to your dunning workflows and save valuable time. This gives you full control over your finances at all times—secure, digital, and in real time.

In this article, you will learn everything about KLEVERBILL’s banking feature, its benefits for your business, and how to take your financial management to the next level.

Connect Your Business Account—Simple & Fast

With KLEVERBILL, you can link your existing business account directly to the system. Whether Sparkasse, Volksbank, or other institutions: KLEVERBILL’s interfaces enable seamless integration with nearly all banks.

Your benefits:

• No more manual reconciliation of account statements

• Payments and postings are captured automatically

• Visible directly in the system—no additional software required

The connection not only saves time, but also minimizes potential sources of error.

Automatic Payment Allocation

One of the biggest time drains in accounting: manually matching incoming payments to invoices. With KLEVERBILL’s payment reconciliation, this happens automatically.

How it works:

• KLEVERBILL scans all account transactions

• Open invoices are identified automatically

• Incoming payments are assigned to the correct transactions

This not only saves time, but also improves transparency in your dunning process. You always know which receivables are still outstanding and which have already been settled.

Work in the Cloud—From Anywhere

With KLEVERBILL, you are not tied to a fixed workstation. The system runs fully in the cloud, allowing you to access your dunning workflows and financial data from anywhere—whether in the office, on the go, or working from home.

Your benefits:

• Flexible working without installation

• Updates and maintenance run in the background

• Access from PC, laptop, or tablet

Real-Time Control Over Your Finances

KLEVERBILL provides a transparent overview of all your transactions—in real time. Every account movement is immediately visible, enabling you to respond faster to payments or chargebacks.

What you can see:

• All incoming and outgoing transactions clearly presented

• Status of each invoice at a glance

• Outstanding items and dunning levels transparently documented

This means you always know exactly where your liquidity stands.

Maximum Security for Your Data

Data security is a core priority for us. That is why KLEVERBILL relies on state-of-the-art technologies and the highest standards to protect your data in the best possible way.

Our measures:

• SSL-encrypted data transmission

• Hosting on our own servers in Germany

• Process monitoring by our in-house Data Protection Officer

• Regular audits and certifications

Your benefits:

• Protection of sensitive financial data

• GDPR-compliant

• Secure and stable systems

Banking with KLEVERBILL: Everything from a Single Source

With its integrated banking functionality, KLEVERBILL becomes the central platform for your receivables management and finances. You save time, reduce administrative effort, and maintain full visibility at all times—from the first invoice and reminders to the final payment.

At a glance:

✅ Connect your business account easily

✅ Automatically allocate payments

✅ Work from anywhere in the cloud

✅ Real-time visibility into all transactions

✅ Guaranteed maximum data security

Conclusion: Banking and Dunning Perfectly Combined

With KLEVERBILL, you bring your dunning workflows and financial management together. You maintain full visibility at all times, automate time-consuming processes, and work securely and flexibly—without compromise. Rely on KLEVERBILL when efficiency, transparency, and security matter most.