File import · Switzerland

PostFinance accounting integration

Import your PostFinance statements in Sway as PDF, camt.053 or CSV. Sway reads every line, ready to code, match and export.

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Sway never moves money on its own
Sway stores customer data in Switzerland

At a glance

What Sway reads from PostFinance.

With a manual bank account and a file import. The table lists what a statement brings to Sway.

PostFinance in Sway: what each route reads
Product · feature	Manual · file import
Account informationList	You enter them
Account informationDetails	You enter them
BalancesClosing	From the statement
TransactionsHistory	From the statement
Bank statementsXML file (camt.053)	You import it
Bank statementsPDF file	Import, AI reading

Set up

Import PostFinance statements in three steps.

Every bank works by file import: a manual bank account in Sway takes your PostFinance statements.

Step 1Create a manual accountIn Sway, add a bank account, then choose a manual bank account for PostFinance.Step 2Import a statementDownload a statement from PostFinance e-banking as PDF, camt.053 or CSV, and drop it in Sway.Step 3Review the linesSway reads every line and checks that the statement balances. You review what it flags.

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In Sway

What Sway does with your PostFinance data.

Every PostFinance 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 PostFinance line, with a one-line reason. You review the lines that it flags.

Statements that balance

Sway checks each statement from PostFinance: 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.

Exported to your tool

Export the coded PostFinance lines to the accounting tool that you already use.

Questions

PostFinance and Sway, in short.

The full answers sit in the FAQ.

All questions

Where does Sway store my PostFinance data?

Sway stores customer data in Switzerland.

Connect PostFinance to your books.

Create an account, import a PostFinance statement, and see your first coded lines in Sway.

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Or open the demo workspace, no sign-up