FOR:EXCHANGE — Open Banking & EDI for QuickBooks
FOR:EXCHANGE brings bank connectivity and enterprise data exchange to QuickBooks Online. Connect your bank accounts via Open Banking, let AI reconcile transactions automatically, integrate EDI and 3PL — all compliant and automated.
Intelligent bank reconciliation
Connect your bank accounts via Open Banking — PSD2 in Europe and equivalent standards in the United States. Koaila AI analyzes transactions and automatically matches them to invoices, bills, and payments in QuickBooks.
Open Banking PSD2
Secure connection to bank accounts via certified Open Banking gateways, fully PSD2 compliant.
AI Matching
Koaila matches bank transactions to invoices and bills by amount, date, reference, and description.
Auto-Recording
Auto, review, or manual mode. AI creates payments, deposits, and transfers in QuickBooks.
EDI & 3PL connectivity
EDI
Electronic document exchange (orders, shipping notes, invoices) with trading partners.
3PL
Integration with third-party logistics providers for shipment tracking and inventory.
Data Transformation
AI-powered data format transformation between different systems.
Enterprise Security
End-to-end encryption, certificates, complete audit trail.