How does connecting my bank account work?

We'll assist you in getting your bank connected. It only takes a few minutes, and we'll walk you through it on a video call.

Where it lives: You connect your bank to your own accounting package, QuickBooks, Xero, or Zoho Books, using the bank feed built into it. We work from that feed.

Required: A live bank feed is how the service works, so we can't take you on without one.

Secure: We won't ask you for any passwords or PINs.

Read-only: The connection is always read-only, so we can't touch your money.

Throughout the month: Your transactions sync regularly with your bookkeeping, so nothing piles up.

Re-approving: Banks expire these connections from time to time, so you'll need to approve it again when they do. When we spot it, we'll tell you.

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