Skip to main content
All CollectionsData IntegrationBank connections
How to Connect a Test Bank in Agicap?
How to Connect a Test Bank in Agicap?

Connecting a test bank in Agicap allows you to experience all the platform's features without linking your real bank accounts.

Updated over a week ago

Step-by-Step Guide to Connect a Test Bank ✅

  1. Go to the Banks and Integrations page in your Agicap account (on the menu at the top right of your screen)

  2. Click on Connect > New bank to create a new bank connection.

  3. Select the country where you want to add a test bank.

  4. Search for test in the search bar to find available test bank connectors.

  5. Add the test bank to your wishlist.

  6. Click on Connect next to the test bank you have selected.

  7. Follow any on-screen instructions to complete the connection process.

    💡 Tip: After connecting, remember to activate the accounts and click on synchronize all banks.

Once connected, the test bank will appear in your bank connections, and you'll have access to sample transactions to work with.

Why Use a Test Bank in Agicap? 💡

  • Explore Agicap's Features: Get hands-on experience without using your real financial data.

  • Product Testing: Allows you to test Agicap's functionalities and integrations thoroughly in a controlled environment.

Tips ✔️

  • Multiple Currencies: Choose test banks from different countries to work with various currencies and test international features.

  • Simulate Transactions: Use the sample transactions from the test bank to understand how Agicap processes and categorizes data.

  • No Real Credentials Needed: There's no need for online banking credentials, making the process quick and hassle-free.

Q&A ❓

Are test banks available in all countries?

Test bank connectors are currently available for France, Italy, Spain, Germany, Netherlands, UK, Denmark, and Sweden.

Will the test bank transactions synchronize over time?

Yes, test bank connections simulate synchronization like real bank accounts, allowing you to experience how Agicap updates and processes new transactions.

Did this answer your question?