πŸ‡¨πŸ‡­ PostFinance Cegid Integration Guide

Importer PostFinance dans Cegid - Guide

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

Switzerland's leading financial institution for payment transactions, owned by Swiss Post.

Commencer gratuitement β†’

Step-by-step: PostFinance β†’ Cegid

1

Download your PostFinance PDF statement

Log into your PostFinance online banking portal. Navigate to Accounts β†’ Statements β†’ 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 PostFinance PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your PostFinance statement β€” 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 β€” no manual reconciliation needed.

FAQs β€” PostFinance + Cegid

Can I import PostFinance statements directly into Cegid?
Yes. Use EuroExtract to convert your PostFinance 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 β€” formatted specifically for Cegid import.
Is this GDPR compliant for processing PostFinance data?
Absolutely. Your PostFinance PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import PostFinance into Cegid for free

3 free pages. No credit card. GDPR compliant.

Start for free β†’