Connect your bank account

Connecting your bank pulls transactions in automatically, so you do not upload statements and reconciliation can happen on its own.

Steps

1. Open Bank in the sidebar.
2. Choose Connect bank account.
3. Find your bank in the list and select it.
4. Your bank's own secure window opens. Sign in and approve access there. SignSolid never sees your banking credentials.
5. Choose which accounts to sync and confirm.
6. You come back to SignSolid. Transactions import within a few minutes and appear under Bank accounts.

The result

Your account is listed under Bank accounts with its last sync time and recent transactions. The feed keeps updating, and SignSolid starts suggesting invoice matches.

Troubleshooting

• "Consent is invalid". Your bank rejected the request, usually because an earlier approval is still active. Revoke it in your bank's app, then connect again.
• Your bank is not listed. Coverage depends on the country and on what the bank exposes. Contact support and we will tell you where it stands.
• No transactions yet. The first sync takes a few minutes. Refresh Bank accounts and check you approved the account you meant to.
• The window never opened. Allow pop-ups for SignSolid in your browser and try again.