Connecting your existing business account is very straightforward as there are just a few short steps to follow. We use Open Banking to enable you to connect your account to our platform. This will enable you to view your business current account transactions, as well as use some of our great time-saving features. To connect your account:
Step 1: Choose the bank account you would like to connect
Step 2: Provide consent to link your account
Step 3: Authenticate the account you would like to connect – we will link you out to your banking provider to log in and provide this authentication automatically
Step 4: Provide some basic details about yourself and your business
Step 5: You will have access!