Open Banking CH · Switzerland

Clientis Caisse d'Epargne Courtelary accounting integration

Connect your Clientis Caisse d'Epargne Courtelary accounts to Sway through Open Banking CH: Sway reads balances, transactions, and bank statements, ready to code, match and export.

Connect Clientis Caisse d'Epargne Courtelary in Sway Try demo

Consent for up to 90 days, revocable
Sway never moves money on its own
Sway stores customer data in Switzerland

At a glance

What Sway reads from Clientis Caisse d'Epargne Courtelary.

Live through Open Banking CH, or with a manual bank account and a file import. The table compares the two routes.

Clientis Caisse d'Epargne Courtelary in Sway: what each route reads
Product · feature	Live · Open Banking CH	Manual · file import
Read-access managementMultiple consents	Yes	No
Read-access managementSingle consent	Yes	No
Read-access managementFlow with redirection	Yes	No
Account informationList	Yes	You enter them
Account informationDetails	Yes	You enter them
BalancesIntraday	Yes	No
BalancesClosing	Yes	From the statement
TransactionsIntraday	Yes	No
TransactionsHistory	Yes	From the statement
Bank statementsList	Yes	No
Bank statementsXML file (camt.053)	Yes	You import it
Bank statementsPDF file	No	Import, AI reading
Payment submissionXML file (pain.001 / CH)	Yes	No
Payment submissionDomestic	Yes	No
Payment submissionInternational	Yes	No

Set up

Connect Clientis Caisse d'Epargne Courtelary in three steps.

You need Clientis Caisse d'Epargne Courtelary e-banking access with the right to approve Open Banking. The consent stays yours: revoke it in Clientis Caisse d'Epargne Courtelary e-banking or in Sway at any time.

Step 1Pick Clientis Caisse d'Epargne CourtelaryIn Sway, add a bank account. Choose your country, then Clientis Caisse d'Epargne Courtelary from the connected banks.Step 2Approve at Clientis Caisse d'Epargne CourtelarySway redirects you to Clientis Caisse d'Epargne Courtelary e-banking. You approve access to the services that Sway lists.Step 3Choose your accountsPick the accounts to sync. Their balances and transactions arrive in Sway.

Connect Clientis Caisse d'Epargne Courtelary in Sway

In Sway

What Sway does with your Clientis Caisse d'Epargne Courtelary data.

Every Clientis Caisse d'Epargne Courtelary line lands in one bank account in Sway, then moves through the same steps as every other bank.

Coded, line by line

Sway proposes the account and the VAT code for each Clientis Caisse d'Epargne Courtelary line, with a one-line reason. You review the lines that it flags.

Statements that balance

Sway checks each statement from Clientis Caisse d'Epargne Courtelary: the opening balance plus the lines equals the closing balance.

Matched with invoices

A client payment meets its open invoice, and Sway links the two.

Payments you sign at Clientis Caisse d'Epargne Courtelary

Prepare payment drafts in Sway, for example from a scanned QR invoice. An authorised e-banking user approves them at Clientis Caisse d'Epargne Courtelary.

Exported to your tool

Export the coded Clientis Caisse d'Epargne Courtelary lines to the accounting tool that you already use.

Questions

Clientis Caisse d'Epargne Courtelary and Sway, in short.

The full answers sit in the FAQ.

All questions

How long does the Clientis Caisse d'Epargne Courtelary connection stay valid?

Your consent is valid for up to 90 days. When it expires or you revoke it, Sway can no longer update the account until you connect it again. You can revoke the consent in Clientis Caisse d'Epargne Courtelary e-banking or in Sway.

What is a revoked consent?

Can Sway move money from my Clientis Caisse d'Epargne Courtelary account?

No. Sway prepares payment drafts and sends them to Clientis Caisse d'Epargne Courtelary. An authorised user signs them in Clientis Caisse d'Epargne Courtelary e-banking.

Can I use Sway with Clientis Caisse d'Epargne Courtelary without Open Banking?

Yes. Create a manual bank account and import your Clientis Caisse d'Epargne Courtelary statements as camt.053, PDF or CSV.

How to add data to a manual bank account?

Where does Sway store my Clientis Caisse d'Epargne Courtelary data?

Sway stores customer data in Switzerland.

Connect Clientis Caisse d'Epargne Courtelary to your books.

Create an account, approve the connection at Clientis Caisse d'Epargne Courtelary, and see your first coded statement in Sway.

Connect Clientis Caisse d'Epargne Courtelary in Sway Schedule a call

Or open the demo workspace, no sign-up