Start remote support Customer portal Shop 0173 644 22 17 DeutschDE

Display-only accounts: all accounts in view, only the business ones in your accounting.

In the WorkOrderAgent, you fetch private or reserve accounts as well and keep an eye on them. They do not end up in your accounting.

Try it free for 20 days All banking features
Two office workstations with PCs by the window

How to separate private and business

  • Detected during setupAccount detection shows all accounts under your bank login. You add missing ones by ticking a box, without a new authorisation.
  • Fetched along with the restDisplay-only accounts come into the system via FinTS account retrieval, just like your business accounts.
  • Not bookedYou see the transactions on these accounts, but they do not end up in your accounting.

Related

All accounts, one overview

Try the WorkOrderAgent free for 20 days, with no contract commitment.

0173 644 22 17
Request a demo