Account detection: one bank login, all accounts at a glance.
During setup the WorkOrderAgent shows every account your bank holds under your login. You add missing ones with a tick, without a new approval.
How setup works
- Connect your bankVia FinTS (the German online banking standard). The system finds the connection address from the bank sort code.
- See your accountsThe system shows every account your bank holds under this login.
- Tick the boxesYou add missing accounts with a tick, without a new approval. Private and reserve accounts can be kept as view-only accounts.
Related
All accounts at a glance
Try the WorkOrderAgent free for 20 days with no contract commitment.
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