Banks & Accounts
The banks this company has actually connected, and the accounts each connection reaches.
13 steps · 6 questions · 3 screens on this shelf
The screens on this shelf
Workspace
Connect a Bank
Pick your bank and sign in to it. The endpoints, the accounts, their numbers and their balances all come back from the bank — nothing is typed. Your sign-in is relayed and never stored; what is kept is the read-only access the bank gives back.
Open
Records
Bank Connections
One configured integration with one bank — endpoint, credentials, file transfer, the identifiers the bank assigned, and how often to collect. Credentials are encrypted on the way in and never come back out.
Open
Records
Bank Accounts
The accounts themselves, with the live balance the feed reports and the GL account each one posts to.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.