BILLY

Prepare your onboarding meeting

Do you have a question or simply need help? Contact our team by email or live chat, directly within the application.

How to contact BILLY?

This article explains what the UBO register is and how BILLY supports you on this topic.

UBO register: how does BILLY support you?

Lionel ROSU

First steps

Explanation of how bank synchronisation works for self-employed individuals (sole proprietorships)

Details about the synchronisation between BILLY and my business account

This article explains how to add a professional bank account to BILLY. For self-employed individuals only.

How do I sync my professional bank account?

Explanation for linking your CODA to BILLY if you are a company

Set up CODA for KBC

Bank synchronization

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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