Adding a bank account
It's very simple:
Go to the bank tab in the BILLY application and select "Add a bank"
Select your bank from the list
Follow the link that redirects you to your banking environment
Authorise access via your banking application
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 👋🏻