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Fio banka - Create PDF, Word, Excel Documents
Fio banka can connect with Documentero to automatically turn new account transactions into ready-to-use documents. Each time a transaction is detected, the data can be sent to Documentero templates to create invoices, receipts, or financial reports. This saves time on manual entry and ensures that financial paperwork is always up to date. The integration works through API or Make, giving flexibility for different workflows.
Fio banka
Documentero
Triggers
Watch account transactions — Triggers when a new account transaction occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Fio banka using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Fio banka using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF receipts from Fio banka transactions
Create Excel expense reports from Fio banka account activity
Export Fio banka transaction data into custom invoice templates
Build monthly financial summaries from Fio banka into Word documents
Produce payment confirmation letters from Fio banka deposits
Generate supplier payment reports from Fio banka transfers
Create donation acknowledgment letters from Fio banka incoming payments
Export customer refund records from Fio banka into PDF documents
Automatically generate payroll payment reports from Fio banka data
Create year-end financial reports from Fio banka transactions with Documentero
How you can use Fio banka + Documentero
Generate invoices
Create professional invoices in .docx or .pdf format whenever a new payment is received in a Fio banka account.
Monthly statements
Automatically compile all transactions from Fio banka into a monthly statement document using Documentero templates.
Payment receipts
Send customers a receipt in PDF format generated from Fio banka transaction data.
Expense reports
Automatically prepare an .xlsx expense report every time new outgoing transactions are recorded.
Audit documents
Generate detailed transaction logs in .docx format for auditing purposes directly from Fio banka data.
Setup Guides
Make Tutorial: Integrate Fio banka with Documentero
- Create a new scenario in Make.
- Add Fio banka to the scenario and choose one of the triggers (Watch account transactions). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Fio banka trigger.
- Run or schedule your scenario and verify the output.
