Click on your bank name and perform the steps mentioned to provide read-only access to your bookkeeper.


BANKS

Alaska USA Credit union

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Aliant Credit Union

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Ascend Federal Credit Union

 We will update the steps shortly

AngelList Stack

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Adelfi Credit Union

 

Contact your bank customer care at 1-800-921-1130 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Ameris Bank - Business Online Banking

 

Contact your bank customer care at 866-616-6020 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Axos Bank - Business

 

Contact your bank customer care at 888-502-AXOS (2967) and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Brex 

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Bank of America

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

BMO Harris

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Bank of the West

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Blue Vine Bank

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Bank of Hawaii 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

BECU Bank

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Bank of Montgomery (LA)

 

Contact your bank customer care at (318) 646-3386 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Bank of the West 

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Betterment 

 

Contact your bank customer care at (718) 400-6898 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


BayFirst

We will update the steps shortly

Barclay Card

 

Contact your bank customer care at 0800 151 0900 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here

Citi Bank

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Chase

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Capital One

Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Cash App

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Community choice credit union

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Choice Bank 

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Columbia Credit Union

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

California Bank and Trust 

Contact your bank customer care at (800) 400-6080 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Christian Community Credit Union

 

Contact your bank customer care at 626.915.7551 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Canandaigua National Bank & Trust

 

Contact your bank customer care at (585) 394-4260 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Citizens Bank

 

Contact your bank customer care at 1-800-922-9999 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Community America Credit Union


Contact your bank customer care at 913-905-7000 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Credit Union of Colorado

 

Contact your bank customer care at (800) 444-4816 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Divvy

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Discover

 

Contact your bank customer care at 1-800-347-2683 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here


Evangelical Christian Credit Union

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Equitable Bank

Contact your bank's customer care at 1-866-407-0004 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here


First Republic Bank

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Farmers & Merchants Bank (F&M)

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

First Horizon Bank

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Forum Credit Union

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

 

First Bank of Wyoming

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Firestone credit card


Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

First National Bank

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Fidelity

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

First Northern Bank & Trust

We will update the steps shortly

First Financial FCU of Maryland

We will update the steps shortly

First Citizen’s Bank

 

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

GS Bank

We will update the steps shortly

HomeStreet

  1. Log in and go to Administration > User Administration > and add the user ID [email protected]
  2. Click on Edit Services and Accounts on right side of page, enable Mobile Banking for the user / read-only access
  3. Click “Save Changes” for each service added
  4. Click on “Save Changes” again at the bottom of the page

Huntington Bank

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Key Bank

  1. Start by selecting the person icon to open the “User Profile”
  2. Scroll down to the Security Center section and select “Third-Party Access”
  3. Toggle On “Allow Third-Party Access” 
  4. Confirm that you want to give access

Lake City Bank

 

Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Lili Bank

 

Contact your bank customer care at 855-545-4380 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Mercury Business

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email the details to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Merrick – Credit Card

 

Contact bank customer care at the toll-free number 1-833-842-7900 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here. 

M&T Bank

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]


Mascoma Bank

 

Contact your bank customer care at 603-448-3650 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Mayfair

 

Contact your bank customer care at (415) 906-5292 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Mechanics Bank - Business Banking

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Mercantile Bank of Michigan

 

Contact your bank customer care at 1-800-453-8700 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.

MidFirst Bank - Personal

 

Contact your bank customer care at 866-762-0492 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set auto-forwarding rule to send it to your custom Fincent email ID. To find your custom Fincent email ID, click here.


Novo Online Banking

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]
  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Old National Bank

  1. Log in to Digital Banking through a web browser. (This feature is not an option in the Mobile App.)
  2. Go to Additional Services
  3. Click on Share access with others
  4. Select “Add person”
  5. Enter below details –
    1. First Name – Fincent
    2. Last name – Bookkeeper
    3. Email ID – [email protected]
  6. Select “Click to grant access” to individual account. 
  7. You will need to setup the account as View Only
  8. Click Save and then Continue to agree to the Terms of Use
  9. Share the user login details with us at [email protected]

Ollo Bank

 

Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

PayPal

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

PNC

 

Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Pinnacle Bank

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Regions Bank

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Relay Financial

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Silicon Valley

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Studio Bank

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Square

 

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Email us the details at [email protected]

Sunrise Bank (NM)


Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Sam’s Club

  1. Sign in to your online account
  2. From the Account page and under the Membership section, select “Additional Cardholders”
  3. Choose to "Add" or "Edit" a complimentary or add-on cardholder
  4. Enter the required info and click the “Save” button to finalize the change(s)
  5. The browser will return to My Membership Summary page, please review your changes
  6. A new or replacement membership card can be picked up at the 'Membership Desk' on your next visit to the club. The cardholder must be present and will be required to provide a government issued form of ID

TD Bank

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Truist Bank

  1. Enroll to "Truist bank Small Business Online program"
  2. Login with user id and password
  3. To begin providing access to your accountant; open the business services menu of the program
  4. Click “Multiple User Access”
  5. Choose only the permissions you want the user to have

The Tennessee credit union

 

Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

UBS

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Umpqua Bank

We will update the steps shortly

UniBank

 We will update the steps shortly

U.S Bank

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Wells Fargo

  1. Login to your Wells Fargo account. At the top right, click the 'welcome' tab,
  2. Click on Manage Access/Account Access Manager > Guest Users
  3. Click Add new user
  4. Fill in the following user details to add us 
  5. Pick which accounts we need access to and on the drop-down, choose “View Only”
  6. Hit submit and finish out the process

WEX

  1. Click “Select Program”
  2. Choose “User Administration” from the drop-down menu, then “Manage Users” from the fly-out menu.
  3. Click “Add User”.
  4. Enter the required info for a new user as below
    1. Company ID – Fill in your company ID
    2. User ID – Of your choice
    3. First – Fincent
    4. Last Name - Bookkeeper
    5. Email – [email protected]
    6. Group ID – Of your choice
  5. Click “Save” and then confirm the information
  6. Share the Company ID, User ID and Group ID with [email protected] 

WEXFLEX

 

Contact your bank's customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at [email protected] or set an auto-forwarding rule to send them to your custom Fincent email ID. To find your custom Fincent email ID, click here.

Wise Bank

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]

Westconsin

  1. Refer to the user guide for steps to add user and share read-only access
  2. Email us the details at [email protected]