Add a Bank Account
It's very simple:
Go to the bank tab in the BILLY app and select "Add a bank"
Select your bank from the list provided
Follow the link that redirects you to your banking environment
Authorize access via your banking app
You will be automatically redirected to BILLY
From this point, banking data will be automatically synchronized every night.
Recommendations
We recommend having only your professional current account synchronized: this is the account where your business income and expenses are recorded.
We strongly advise against synchronizing:
your personal bank account
your savings account
multiple accounts
Keeping your accounting simple with just one professional current account reduces the risk of errors in transactions, makes your accounting clearer, and minimizes the risk of mixing personal and professional finances.
⛔ It is not possible to synchronize credit cards.
If you have any questions, send a message via the live chat at the bottom right.
See you soon 👋🏻