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. 🔥
To do so, just click on the gear wheel ⚙ 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:
Click on the logo of the bank to be connected or enter its name in the search bar
Enter your login details: this allows you to connect to your online banking portal
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.
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. 🎉
💡 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.
💡💡 Good to know: You can connect accounts from different banks.