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Bank accounts

Add the accounts you receive payments into and connect bank feeds.

Updated

Go to Settings → Company → Bank accounts and choose Add account.

For each account, enter the bank name, account name, IBAN and currency. Mark one account as the default — it's printed on invoices so customers know where to pay.

Connect a bank feed

Choose Connect next to an account to bring transactions in automatically every day. See Connect your bank.

Accounts without a feed

You can upload statements as PDF, CSV or MT940 files. Flick AI reads them and adds the transactions for reconciliation.

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