Overview: Bank Connection

Our platform uses "Open Banking" technology to securely link with your financial institution. This allows us to automatically import your transactions, saving you time on manual data entry and ensuring your records are always up to date.

Getting Started

Here you will find detailed guides for everything related to your bank connection:

• Connection Setup: Step-by-step guide to connecting your bank for the first time.
• Transaction Synchronization: Read about how your data is fetched and kept up to date.
• Management and Maintenance: How to monitor, reconnect, or disconnect your connection.

Prerequisites

Before you start, make sure:

• You are logged into an active company profile.
• You have administrator permissions in the system.
• You have your bank login (e.g., MitID) ready.

Security and Privacy

• Your credentials are private: We never see or store your bank login.
• Read-only access: We can only read data, never move money.
• Encryption: All data is handled with bank-level security.