Link a bank or card through Stripe

Steps

1. 1

   Step 1: Open Connections (Settings › Banks, cards and payroll).

2. 2

   Step 2: Press Link a bank or card. It's also first in Connect an account.

3. 3

   Step 3: A window opens over the page. Search for your bank, sign in with your bank's own login and pick the accounts to share.

4. 4

   Step 4: Close the window when it says you're done. The accounts appear in Connections and start posting.

5. 5

   Step 5: If your bank isn't listed or the option says Set up later, upload statements instead: press Import file.

Good to know

• You sign in inside the bank's own window. Accountable never sees your bank password.
• Mercury, Brex and Ramp can also connect directly with an API token: see Which banks, cards and payroll tools connect.
• Stripe lists Mercury, Chase, Wells Fargo and thousands more US banks. A link brings up to 180 days of history; upload statements for older months.
• Linking banks this way comes with the 14-day trial (your first link starts it, no card), Pro and Holding, which refresh balances weekly. On Free, upload statements instead.
• Already connected Mercury by token? Linking it here asks whether to keep the token feed or switch, so nothing posts twice.
• Chase, Amex, Mercury, Brex and Ramp CSV exports are recognized automatically when you upload them.

Related articles

• Import a bank or card statement file
• Which banks, cards and payroll tools connect
• Connect Mercury with a read-only API token
• Fix a disconnected or late feed