Bank Connections

Overview

Connect your business bank accounts to ABBPay for automatic transaction imports. ABBPay supports connections via Plaid and TrueLayer banking providers.

Connecting a Bank

Step 1: Select Provider

Choose your banking connection provider:

Step 2: Link Bank Account

1. Click Connect Bank Account.
2. Select the ABBPay bank account to link to the connection.
3. A secure widget from the provider will open.
4. Log in to your bank and authorise the connection.
5. Select the specific bank account to sync.

Step 3: Sync Transactions

Once connected:

• Transactions are automatically imported into the Bank Feed.
• The connected institution name is displayed.
• You can manually trigger a sync at any time.

Managing Connections

View Connected Accounts

• See the institution name and linked account.
• View the connection status.

Manual Account Mapping

• Map external bank connections to your internal ABBPay bank accounts.
• Ensure transactions are categorised correctly.

TrueLayer Payments

If using TrueLayer, you can initiate payments directly:

Payments are authorised securely with your bank.