🇫🇷 Fortuneo Cegid Integration Guide

Importer Fortuneo dans Cegid - Guide

Workflow complet Fortuneo -> Cegid en moins de 30 secondes.

An online French bank popular with investors and active traders.

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Step-by-step: Fortuneo → Cegid

1

Download your Fortuneo PDF statement

Log into your Fortuneo online banking portal. Navigate to Accounts → Statements → and download the PDF for the transaction period you need.

2

Upload to EuroExtract

Log in to EuroExtract (or create a free account in 30 seconds). Drag your Fortuneo PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your Fortuneo statement — date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

4

Export as Cegid format

Click the Export button, select Cegid from the dropdown, and download your file. The A structured export compatible with Cegid Y2, Quadra Entreprises, and Cegid Compta.

5

Import into Cegid

Open Cegid and use the file import/bank import feature to load your exported file. All transactions are automatically mapped — no manual reconciliation needed.

FAQs — Fortuneo + Cegid

Can I import Fortuneo statements directly into Cegid?
Yes. Use EuroExtract to convert your Fortuneo PDF to Cegid format, then import the exported file using Cegid's Bank Import or Transaction Import feature.
What transaction fields are included in the Cegid export?
The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference — formatted specifically for Cegid import.
Is this GDPR compliant for processing Fortuneo data?
Absolutely. Your Fortuneo PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import Fortuneo into Cegid for free

3 free pages. No credit card. GDPR compliant.

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