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Bank accounts

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

Updated

Go to Settings β†’ Company β†’ Bank accounts and choose Add account.

For each account, enter the bank name, account name, IBAN and currency. Mark one account as the default β€” 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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