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.
- Which banks, cards and payroll tools connectMercury, Brex and Ramp connect with a read-only token you paste once. Stripe connects by signing in. Gusto and Rippling send a payroll file, and any bank can send statements.
- Connect Mercury with a read-only API tokenCreate a Read Only API token in Mercury under All Settings › Tokens and paste it into Accountable. Read-only tokens need no IP allowlist.
- Connect Brex with a read-only user tokenCreate a user token in Brex under Developer › Settings with read-only access to transactions, accounts and statements, then paste it into Accountable.
- Connect Ramp with your own API appCreate 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.
- Connect Stripe paymentsConnect Stripe by signing in to Stripe and approving read-only access. Accountable books each payout, fee and refund, and matches payouts to your bank.
- Connect another bank or cardBanks other than Mercury, Brex and Ramp connect by picking the bank and signing in, through Stripe, Plaid or Teller, or by uploading statements.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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