Connecting your bank via open banking lets transactions flow into CRMit automatically, so reconciling and tracking cash is far quicker. Here is how to set it up.
From the menu open Bank and choose Bank List. This shows every bank you have already connected.
Click New Bank to begin connecting a bank.
Search for and select your bank from the list of providers.
You are taken to your bank's secure authorisation page in a new window. Approve access so CRMit can read your transactions. This uses open banking, so CRMit never sees your login.
Back in CRMit, tick the account or accounts from that bank you want to bring in.
Save to create the bank. It now appears in your Bank List.
Tip: Once connected, use the Sync option on the bank to pull in the latest transactions at any time.
With your bank connected, bring the money and your records into line.
Book a quick demo and we will walk you through connecting your bank and keeping your cash in check.