Transactions from your bank
Connect your bank accounts: incoming and outgoing transactions then arrive in FIZ automatically. You can also import an Excel or CSV statement.
Bank transactions and invoices. All in one place.
Connect your bank and the Portal das Finanças (AT, the Portuguese tax authority). FIZ automatically collects your transactions and the invoices you issue and receive.
Access to bank data with your permission. Read-only.
14 days free · No card, no contract
Bank transactions
Money in and out
- Norte StudioMoney in · Bank ·+1,230.00 €
- Atelier LisboaMoney out · Bank ·−240.00 €
Invoices
Customer and supplier invoices
- Norte StudioTo customer · FIZFT 2026/018 ·1,230.00 €
- Atelier LisboaFrom supplier · e‑FaturaFT 2026/042 ·240.00 €
How FIZ brings together transactions and invoices
Connect your bank and AT
Authorise access in your bank’s app or website, and connect FIZ to the Portal das Finanças.
FIZ imports automatically
Transactions come from the bank, and issued and received invoices from Portal das Finanças, including those from earlier months.
FIZ matches and sorts
It links invoices to payments and suggests a category for each transaction. You see what has been paid and what is still due.
Where do transactions and invoices come from?
Invoices issued in FIZ
Invoices you issue in FIZ are ready to match with payments straight away.
Certified invoicingInvoices from e‑Fatura (AT)
FIZ imports the invoices issued and received under your NIF or NIPC (tax number) from e‑Fatura, AT’s invoice portal.
Invoices from emails and files
Send FIZ the invoices that are not in e‑Fatura, by email or as a file. They sit with the rest.
Invoices from suppliers outside Portugal
Invoices from Google Ads, Adobe and other foreign suppliers do not appear in e‑Fatura.
Send the invoice to FIZ
Forward the invoice email to the address shown in FIZ or upload the document as a PDF, PNG or JPG.
FIZ reads the invoice details
The supplier, date and amounts are filled in automatically. You can look them over and edit them if needed.
FIZ links the invoice to its payment
When the payment clearly matches the invoice, FIZ links them automatically. When in doubt, FIZ suggests the link for you to confirm with one click.
Bank accounts and cash
With your bank connected, FIZ shows the balances and transactions of the accounts you choose. You can also record cash payments in FIZ.
Bank connection: read-only access
Choose your bank in FIZ and authorise the connection in your bank’s app or website. FIZ only sees balances and transactions; your money stays in your bank.
Start using FIZ today.
No need to wait until the end of the month, quarter or year. FIZ imports from Portal das Finanças (the AT website) the invoices already issued and received, including those from other software. No need to enter it all again.
Choose a plan for your business
I’m self-employedTry free14 days free · No card, no contractI have a companyTry free14 days free · No card, no contract
FIZ brings transactions and invoices together in Prime and Prime Pro for the self-employed and in FIZ Max for companies.
Frequently asked questions about transactions and invoices
Can I start with a bank statement?
Yes. Import the statement in Excel or CSV, and FIZ matches those transactions to invoices, just as it does with those from a connected bank.
Can I bring in invoices from other software?
Yes. Once invoices from other software are reported to AT, they are in e‑Fatura, and FIZ imports them with the rest.
Can I connect more than one bank?
Yes. You can connect several banks, and FIZ shows the transactions from all of them in one place.
Is the bank connection read-only?
Yes. FIZ sees balances and transactions. You still make payments and transfers yourself, in your bank.