Skip to content
English
Back to joinposter.com
  • There are no suggestions because the search field is empty.

Postie AI: import bank statements and add supplies faster

Postie AI is your assistant for the two most time-consuming tasks: importing bank transactions and creating supplies from invoices. 

Upload a file or a photo and Postie will read it, prefill the data, and remember your choices for next time.

  • Works with statements from any bank (CSV, XLS, XLSX, PDF).

  • Creates supplies from invoice or receipt photos.

  • Learns your categories as you go.

Postie works on a subscription model. After connecting the app, you get 20 free actions. 1 import = 1 action. For full subscription details, see the pricing.

To connect Postie AI:

  1. In the Poster management console, go to Apps → All Apps.

  2. Select Postie AI and click Connect.

  3. Grant access to your management console data.
     

💡 Postie works only with Suppliers and Storage locations that already exist in your account.

 

Add a supply from a photo

  1. Open Postie AI and click Recognize invoice.

  2. Upload a clear photo/PDF of the invoice or receipt. Click Upload.

  3. Wait for recognition to finish, then review the items Postie matched with Products in Poster.

  4. Adjust names, quantities, or prices if needed.

  5. Click Save — your Supply is created.

Tips for accurate recognition

  • Use sharp, well-lit images. Blurry or low-quality photos can cause errors.

  • Postie recognizes standard units (liters, kilograms, pieces). If you need another packaging, change it after saving.

Import a bank statement 

Before you start: export a statement from your internet banking in CSV, XLS, XLSX, or PDF. Make sure the file has Date, Description/Payment purpose, Counterparty (Recipient/Payer), Amount.

  1. In Applications → Postie AI, open Import bank statement and click Start.

  2. Upload your file (up to 100 transactions per file).

  3. Remove any transactions that already exist in Poster to avoid duplicates.

    💡 Poster automatically adds Revenue deposits after you close a cash shift. Your bank statement will show similar merchant payouts or card settlements. Keep one record and delete the duplicate.

  4. Check the suggested Categories. If a category is wrong, pick the right one — Postie will remember your choice for next time.

  5. Click Save to add all transactions to Transactions.

How Postie’s automatic recognition works

  • Reads Recipient/Payer and Payment purpose fields.

  • Compares them with your previous operations.

  • If there’s no match, asks you to choose a category and learns from your selection.

Whether you need to log supplies from paper invoices or import bank transactions in bulk, Postie AI does the heavy lifting so you can focus on running your business — not on manual data entry.