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How do I synchronise my pro account?

This article explains how to add a pro bank account to BILLY. Only for self-employed individuals.

Lionel ROSU avatar
Written by Lionel ROSU
Updated over a week ago

Adding a bank account

It's very simple:

  1. Go to the bank tab in the BILLY application and select "Add a bank"

  2. Select your bank from the list

  3. Follow the link that redirects you to your banking environment

  4. Authorise access via your banking application

  5. You will be automatically redirected to BILLY

From then on, your bank details will be automatically synchronised every night.

Recommendations

We recommend that you only have your business current account synchronised: this is the account into which your business income and expenses arrive.

We strongly advise against synchronising :

  • your private bank account

  • your savings account

  • multiple accounts

Keeping your accounts is simpler with just 1 business current account: less risk of errors in transactions, clearer accounts, less risk of mixing private and business accounts.

⛔ It is not possible to synchronise credit cards.

If you have any questions, send a message on the live-chat at the bottom right.

See you soon 👋🏻

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