Add a bank account
It's simple:
Go to the bank tab in the BILLY app and select "Add a bank"
Select your bank from the available options
Follow the link that redirects you to your banking environment
Authorise access via your banking app
You will be automatically redirected to BILLY
From that point on, your banking data will be automatically synchronised every night.
Recommendations
We recommend having only your professional current account synced: this is the account where your professional income and expenses are recorded.
We strongly advise against syncing:
your personal bank account
your savings account
multiple accounts
Keeping your accounts is much simpler with just 1 professional current account: fewer risks of errors in transactions, clearer bookkeeping, and less risk of mixing personal and professional finances.
⛔ It is not possible to sync credit cards.
If you have any questions, send us a message via the live chat at the bottom right.
See you soon 👋🏻