Invunion Knowledge Base
Understand the workflow.
Reconcile with confidence.
Start with how Invunion works, try the demo environment in about two minutes, learn the key objects, and find guidance for connections, matching, and troubleshooting.
How Invunion works
From source data to a reviewed outcome
Each stage keeps the underlying evidence visible and leaves unsupported cases for review.
- 1
Connect bank data
Bring in available transactions through a sandbox or configured connection.
- 2
Import invoices
Validate issued-invoice data before using it for reconciliation.
- 3
Evaluate candidates
Compare compatible records using amount, dates, references, and counterparties.
- 4
Review exceptions
Inspect suggestions and keep ambiguous or unsupported cases visible.
- 5
Confirm evidence
Record only reconciliation outcomes supported by the available information.
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Search product guidance and troubleshooting.
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Build context, then complete the workflow
Welcome to Invunion
Learn what Invunion does, who it is for, and how to get from bank and invoice data to a reviewed reconciliation.
How Invunion works
See how Invunion compares bank transactions with invoices, suggests matches, and helps your team review them.
Getting started in 2 minutes with a demo environment
Connect the Mock ASPSP, load sample bank transactions, import issued invoices, and complete a first reconciliation safely.
Quick overview
See how counterparties, payment methods, transactions, and issued invoices relate in Invunion before opening each object in detail.
Browse the documentation
Follow the product journey or move directly to troubleshooting.
Introduction
3Understand what Invunion does, how the workflow fits together, and the terms used in the product.
Getting started in 2 minutes
2Try the product in a demo environment, generate a test dataset, and complete a first reconciliation.
Key objects
5Learn the key Invunion objects: counterparties, payment methods, transactions, and issued invoices.
Using Invunion
5Manage bank connections, invoice data, matching evidence, and review workflows.
Security and trust
1Understand environments, data boundaries, Open Banking, and responsible product use.
Troubleshooting
3Diagnose connection, matching, and support issues without forcing unsafe outcomes.
Introduction
Understand what Invunion does, how the workflow fits together, and the terms used in the product.
Welcome to Invunion
Learn what Invunion does, who it is for, and how to get from bank and invoice data to a reviewed reconciliation.
How Invunion works
See how Invunion compares bank transactions with invoices, suggests matches, and helps your team review them.
Bank reconciliation glossary
Clear definitions of the bank reconciliation, invoice matching, Open Banking, and Invunion terms used throughout this knowledge base.
Getting started in 2 minutes
Try the product in a demo environment, generate a test dataset, and complete a first reconciliation.
Getting started in 2 minutes with a demo environment
Connect the Mock ASPSP, load sample bank transactions, import issued invoices, and complete a first reconciliation safely.
Generate a test dataset
Answer a short questionnaire and download synthetic invoices, counterparties, and bank lines to import into an Invunion sandbox.
Key objects
Learn the key Invunion objects: counterparties, payment methods, transactions, and issued invoices.
Quick overview
See how counterparties, payment methods, transactions, and issued invoices relate in Invunion before opening each object in detail.
Counterparties
Understand counterparties in Invunion: who they represent, import and export, metadata, and how invoice import creates customer records.
Payment methods
Understand payment methods in Invunion: types and fields, Default System fallback, import and export, and how transactions create instruments.
Transactions
Understand transactions in Invunion: fields and statuses, bank sync, Default System fallback, and import and export.
Invoices issued
Understand issued invoices in Invunion: fields and statuses, Default System fallback, import and export, and open amounts for reconciliation.
Using Invunion
Manage bank connections, invoice data, matching evidence, and review workflows.
Bank connections
Invoices and data
Security and trust
Understand environments, data boundaries, Open Banking, and responsible product use.
Troubleshooting
Diagnose connection, matching, and support issues without forcing unsafe outcomes.
Troubleshoot a bank connection
Diagnose sandbox selection, authorization callback, account discovery, and transaction-sync problems safely.
Resolve an unmatched transaction
Diagnose why a transaction has no suitable invoice candidate and resolve supported cases without forcing a match.
Contact support with safe diagnostics
Collect useful product, banking, import, or reconciliation evidence without sending credentials or excess financial data.