Connect your bank accounts directly to Capium to automatically pull transactions into the Books section. Bank feeds are free and unlimited with Capium 365.

Navigation: Capium 365 > Client > Bank Feeds > 

Steps:

  1. Go to Client > Bank Feeds.

  2. Click "+ Add New Account".

  3. Select your banking provider from the list.

  4. Click "Allow" and follow the prompts to connect your account.

  5. Once connected, your bank transactions will start appearing automatically.


See screenshot below for reference:

A screenshot of a computer AI-generated content may be incorrect.