Connecting your bank account to Capium 365 allows for seamless transaction imports and makes reconciliation quick and accurate. Follow the steps below to set up your bank feed from your client login
Log in to Capium 365
Visit: https://365client.capium.com
Enter your email and password, then click Log in
After successful login, you will be redirected to the dashboard:
https://365client.capium.com/dashboard
Navigate to the Bank Section
On the dashboard, go to Navigation > Bank > Add New Account
If you don’t have a bank account listed yet, add one here before connecting the feed
Please refer the screenshot below:
Choose Your Bank
You’ll be redirected to a secure page listing various UK banks
Search and select your bank from the list
Authorise the Connection
You’ll now be redirected to your bank’s secure login portal
Log in using your online banking credentials
Select the account(s) you wish to connect
Give consent to share the data with Capium (this is a standard Open Banking authorisation)
Click Confirm/Allow to finish
Please refer the screenshot below:
Note: Sync Your Transactions: Once authorised, Capium will begin importing transactions Automaticlly.
You can go to Bank > Transactions to view and reconcile
If you're stuck or have issues connecting your bank, feel free to:
Use the support option within Capium 365 to raise a ticket