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Connect a bank
Updated over 2 years ago

Agicap allows you to automatize your cash flow monitoring thanks to the bank synchronization. According to your subscription, you have the possibility to connect one or more banks. ๐Ÿ”ฅ

To do so, just click on the gear wheel โš™ in the blue banner on the top right of your screen, then on Banks and Integrations, and finally on Connect a bank.

Then follow these steps:

  1. Click on the logo of the bank to be connected or enter its name in the search bar

  2. Enter your login details: this allows you to connect to your online banking portal

  3. Select only your current account: it is often of little interest to connect your loan accounts, shares or other annex accounts, so you can uncheck them.

  4. Click on synchronize and wait a few moments for the data to load.

Once the bank is connected, a Bank tab appears at the top of the blue banner, and you will find all your connected bank accounts in the Dashboard. ๐ŸŽ‰

๐Ÿ’ก Good to know: Depending on the connected bank, 3-6 months of banking history will be integrated automatically. Feeds may take a few minutes to display in Agicap.

๐Ÿ’ก๐Ÿ’ก Good to know: You can connect accounts from different banks.

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