2. How do I add a bank account?

Connecting a bank account lets you automatically track your business finances without manual data entry.

Steps to add an account:

1. Go to the "Banking" section in the main menu.
2. Click the add bank button (usually on the "Bank Accounts" card).
3. Accept the terms: If this is your first time, a window with the data usage terms will appear. Read them, check the consent box, and continue.
4. Choose your bank: Select your bank from the list of supported institutions.
5. Authorization: The system will redirect you to your bank's online banking. Sign in with your credentials and confirm your consent to share transaction information with Inverso.
6. Done: Once confirmed, you'll be returned to Inverso, where your account and current balance will load automatically.

Maintaining the connection

Keep in mind that the connection remains active for 6 months. After that, the system will prompt you to go through these steps again to keep automatic syncing enabled.