Connected Accounts

Connected Accounts: Banking on auto-pilot

 

Take the hassle out of tracking payments—Solo’s Connected Accounts feature puts your banking on autopilot! Link your bank account, and Solo will automatically match payments to your invoices and expenses. All you need to do is review and approve. Easy, efficient, and time-saving!

 

📌 What You’ll Learn in This Video:
🔹 0:09 - Sync your bank account
🔹 0:25 - Step-by-step guide to connecting accounts
🔹 0:35 - Automate your admin and save time
🔹 0:45 - View real-time bank balances
🔹 0:51 - Action Hub and Reviewing transactions
🔹 0:59 - How smart matching works
🔹 1:11 - Manual matching made simple

 

💡 Get started today and take control of your cash flow! 🚀