Bring payment reality back to the document

Retrieve team account transactions, review suggested matches and connect payments with invoices or expenses. Open items become easier to trust because the bank movement sits beside the record.

✓ Free demo version • Modular setup • No credit card required

Illustration of documents moving through an approval and delivery workflow

Transaction review dashboard showing bank transactions, filters, and amounts for matching payments

Easy to use. Powerful by design.

Account retrieval

AI-assisted matching

Transfers

SEPA direct debit

Connected accounts

Give the authorised team one shared transaction view

Connect supported bank accounts. Banking credentials are entered in secure screens, while Mister James provides the team account and transaction workspace according to permissions.

Bank transactions menu showing connected accounts, including International Operating Account and Secondary Account.

Open transactions

Work through the exceptions instead of rereading the whole statement

Filter transactions by open or completed status, income or expense, then search and sort as needed. Each record exposes counterparty, purpose, dates and bank references for review.

Transaction list filtered by open and completed items, showing a Brightwave Retail Ltd. entry.

Document matching

Confirm which payment belongs to which business event.

Mister James proposes matches after transaction retrieval and relevant document changes. Assign income to customer invoices and expenses to suitable documents, including partial or combined payments, then confirm the resulting open or paid status.

Document assignment panel matching a payment to Carl Zeiss AG with assigned total and difference shown.

One modular business operating system

Finance signals can update the operating picture

Online Banking extends Mister James where order processing and payments meet. The modular platform lets teams add this layer when it fits their responsibilities and keep other departments on the parts of the business operating system they use.

Try it yourself.

Get 30 days of Mister James and experience the platform with no commitment. Explore the features, see how it fits your business and discover a smarter way to work. Start your free trial today.

100% free. No credit card needed.
No cancellation required. Your data stays private. Promise.

Made & Hosted in Germany.