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Connect your banks, cards, Stripe and payroll

Every source, with the exact steps in the provider's dashboard. Access is read-only: Accountable never moves money.

  1. Which banks, cards and payroll tools connectBanks and cards link through Stripe by default; Mercury, Brex and Ramp can use a read-only token. Stripe payments use a read-only Stripe App. Gusto and Rippling send payroll files, and any bank sends statements.
  2. Connect Mercury with a read-only API tokenMercury links through Stripe like any bank. To connect it directly, create a Read Only API token under All Settings › Tokens and paste it into Accountable. It needs no IP allowlist.
  3. Connect Brex with a read-only user tokenConnect Brex directly: create a user token in Brex under Developer › Settings with read-only access to transactions, accounts and statements, then paste it into Accountable.
  4. Connect Ramp with your own API appConnect Ramp directly: create an app in Ramp's Developer settings with the client credentials grant and three read scopes, then paste its client ID and client secret into Accountable.
  5. Connect Stripe payments by installing the Stripe AppPress Connect on Stripe payments and approve Accountable's Stripe App in Stripe. The app has read-only access to payouts, charges, fees, refunds and disputes, and can't move money.
  6. Link a bank or card through StripeEvery bank and card links through Stripe by default: press Link a bank or card, sign in to your bank and pick the accounts. If yours isn't listed, upload statements.
  7. Connect Deel payroll with an organization tokenGenerate an organization token in Deel under More › Developer › Access Tokens with only the accounting:read scope, then paste it into Accountable.
  8. Add Gusto payroll with the payroll journal CSVDownload the Payroll Journal report from Gusto as CSV and upload it in Connections after each payroll. Each pay run posts one entry, and runs already booked are skipped.
  9. Add Rippling payroll with the payroll journal CSVDownload Rippling's payroll journal report as CSV, one row per employee per pay run, and upload it in Connections after each payroll.
  10. Import a bank or card statement fileUpload a CSV, OFX, QFX or PDF statement from any bank or card. Accountable maps the columns, skips duplicates and checks the closing balance.
  11. Put a card statement from Documents in the booksOpen the statement in Documents and press Add its transactions. Its charges land on the card to categorize, and the card's payment pairs with the one from checking.
  12. Add receipts, statements and contractsDrop files anywhere in Accountable or forward receipts to your company's own address. Accountable links each file to the transaction or month it proves.
  13. Send invoices by email or pick them in Google DriveForward invoices to your company's own address with a Gmail filter or any inbox rule, or have vendors send them there. Each is booked in the month it covers and matched to its payment.
  14. Sync, pause or disconnect an accountClick an account in Connections to see its status, sync it now, stop it posting, upload a statement or disconnect it. Everything already posted stays in the books.
  15. Remove a bank account you don't wantRemove an account that isn't this company's, or a duplicate you made by uploading statements, with every transaction it posted. Or just turn it off so it stops posting.

Still stuck? Ask Melinda.

Melinda is Accountable's AI support. She answers in minutes, in the app or by email at support@accountable.im, and hands anything she can't answer to a person, who replies within 1 business hour.

Email Melinda