Help · Integrations

monobank statement

Price
50 UAH/mo
For
services, food service, shops
Required modules
Finances

What it does

Your monobank sole-trader account statement lands in Finances on its own: no typing in income, and the income book and single tax add up by themselves.

Where “monobank statement” works: how it looks in anyCRMWhere “monobank statement” works: how it looks in anyCRM
Where “monobank statement” works: how it looks in anyCRM

What you need

  • A monobank sole-trader account.

Where to get the keys

  1. Open api.monobank.ua.
  2. Confirm the sign-in in the monobank app.
  3. Copy the personal API token.

Connecting in anyCRM

  1. Open Modules in anyCRM, find “monobank statement” and press Enable.
  2. Go to the module’s page in the side panel and press Connect.
  3. Fill in the fields and press Save:
    • Title — how the account is labelled in anyCRM (optional)
    • Token
  4. The account appears in the list with a green tick. An error, if any, shows in red under its name.
The “monobank statement” connection dialogThe “monobank statement” connection dialog
The “monobank statement” connection dialog
The “monobank statement” module page in anyCRMThe “monobank statement” module page in anyCRM
The “monobank statement” module page in anyCRM

After connecting

  • Press ⚙ next to the account and tick the accounts whose statement lands in Finances.
  • Optionally switch on “Import expenses too” so debits become Finances records as well.
“monobank statement” settings after connecting“monobank statement” settings after connecting
“monobank statement” settings after connecting

Good to know

  • The statement refreshes every 15 minutes: the bank allows one request a minute.

Can’t get it connected? Write to us and we’ll help.

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