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Connecting Financial Institutions to Centime

Centime allows you to connect directly with your bank to see transactions within the Banking module. 

Why connect Financial Institutions to Centime:

To use the Centime application, it is not mandatory to connect financial institutions.

However, it is a requirement when the user wants:

  • To gain visibility into their current cash position in the Monitor Cash solution, and 
  • To activate any payment and credit solutions on Centime.

Connecting Financial Institutions to Centime:

  • 🔍 Navigate: Settings > Financial Institutions  + Add Financial Institution 
  • Users will need the login credentials of their financial institution to proceed with the connection.
  • Once connected you will have to link it to the corresponding GL account 

Disconnecting a Financial Institution:

To remove, click on Settings from your header bar and go to Financial Institutions. Click on the bin icon in front of the connected financial institutions that you want to remove.

Sync frequency:

Centime currently syncs with financial institutions once a day, typically around 7:30 AM EST.