Capium 365 allows you to connect live bank accounts securely using TrueLayer—at no extra cost. This guide will walk you through how to add new accounts and manage bank rules effectively within the platform.
Navigation: Capium 365 > Client Portal > Bank
Your bank section will look like this:
Adding a New Account
To add a new account, press the purple ‘Add New Account’ button.
You will then be taken to this page:
Search for your bank. Once selected, you will be presented with this page:
You can click allow to connect the bank account. You will then have to enter your login details in this next page. Truelayer will then be able to connect your bank to the client you are in.
Click on the link below to learn more about Books in Capium 365:
https://capium.freshdesk.com/support/solutions/articles/9000266459-capium-365-books