How do I connect my bank accounts?
Link your external bank accounts so Fynex can read their balances and transactions into your dashboard. Connecting is read-only — it lets Fynex see the accounts, not move money from them.
You can link your external bank accounts to Fynex so it can read their balances and transactions into your dashboard — giving you one place to see your real cash position. Connecting is read-only: it lets Fynex see the account, not move money out of it.
Connect an account
- Go to Settings → Integrations (External integrations).
- Choose to connect a bank account and select your bank.
- Authorise the read-only connection with your bank.
Once connected, the account’s balance and transactions appear in Fynex and refresh automatically.
Read-only, by design
A connected bank account is for visibility — Fynex reads it to show your position and help reconcile. It’s separate from your payout account, which is where Fynex sends money you withdraw. To set up where money goes out, see How do I add a bank account for payouts?