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ASoc
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Intermediate10 min

Connect your bank and accounting tools

Link the accounts and apps you already use so everything stays in sync automatically.

Step by step

  1. 1

    Open Integrations and search for your bank or accounting provider from the list.

  2. 2

    Authorise the connection securely — ASoc never stores your login credentials.

  3. 3

    Map incoming categories to your chart of accounts so data lands where it belongs.

  4. 4

    Set the sync frequency and run a first import to confirm balances match.

Keep learning

Beginner

Set up your first payment workflow

Intermediate

Build a forecast you can trust

Beginner

Automate recurring invoices

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