Open Banking lets you securely connect your business account to other trusted financial apps to manage your money in one place. Think of it as a secure bridge between your business account and other financial tools. You can easily start a connection from the third-party app you want to link to, allowing the approved apps to look at your transaction history, but money can never be moved without your say-so. You're in complete control, so you can cancel existing connections anytime right inside our app.
How do I link an app?
To start a new connection, you will always need to begin the process inside the other app or financial tool you want to link to.
Go to the third-party app or website you want to connect to
Look for the option to link 🔗, and select our provider name from their list.
You'll be redirected to our app to approve it:
If you're on your phone with the app on it, you'll automatically be redirected to our app
If you're using a desktop, you'll see a QR code on your screen. Just scan it with your phone to open our app securely.
Review the details of what the app wants to see, choose which accounts you want to link, and tap approve when you're happy ✅
How do I remove a connection?
If you change your mind, you can stop sharing your data instantly from our app 📱
Open the app and tap the 👤 icon in the top-left corner.
Tap Connected apps.
Find the service you want to disconnect and tap the bin icon to remove access.
If you ever make a mistake and delete a connection by accident, do not worry. You can easily start the setup process again from the other app whenever you want 👍