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Connect Accounts

The Connect Accounts module securely links your bank accounts, credit cards, and payment providers to Arbo — automatically importing transactions, reducing manual entry, and keeping records accurate for reconciliation, reporting, and payment tracking.

It supports live connections (secure bank integrations and payment gateways) and manual setups where direct connections aren't available, with built-in controls to activate, deactivate, or reconnect accounts. It's the foundation for your financial data integration and end-to-end workflows — from collecting payments via gateways to matching transactions during reconciliation.

Key functions​

  • Securely connect bank accounts for automatic transaction syncing
  • Add manual bank accounts for offline transaction uploads
  • Connect payment gateways to collect invoice payments
  • Upload transaction files for manual bank accounts
  • Reconnect expired or broken bank connections
  • Activate, deactivate, or close financial accounts

Connecting a bank or credit card​

  1. Open Connect Accounts from the main menu.
  2. Click Link Banks and Credit Cards; provide a phone number or continue without one.
  3. Select your bank connection provider.
  4. Sign in to your bank and authorize access.
  5. Review details and confirm to finish setup.

Connecting Stripe​

  1. Open Connect Accounts and click Link Stripe, then continue.
  2. Sign in with your Stripe credentials.
  3. Grant permission to connect your account.
  4. Complete setup to enable invoice payments.

Adding a manual bank account​

  1. Open Connect Accounts and click Add Manual Account.
  2. Provide the bank name and required account information.
  3. Click Save.

Updating transactions​

In Connect Accounts, click Update Transactions — or Update by Date and select a particular date.

Reconnecting / reauthenticating​

If a connection expires or breaks: open Connect Accounts, click Reconnect/Reauthenticate, sign in to your bank provider again, and complete authorization to restore syncing.

Uploading transactions (manual accounts)​

  1. Open Connect Accounts and select the manual bank account.
  2. Click Upload Transaction and select your CSV file.
  3. Map file columns to system fields if prompted.
  4. Confirm the upload to add transactions.

Closing / deactivating an account​

  1. Open Connect Accounts and select the account.
  2. Click Close Account.
  3. If the balance is not zero, complete reconciliation first.
  4. Confirm to mark the account as closed. To deactivate instead, uncheck the account and confirm.

Reactivating an account​

Select the inactive or closed account from the list, click Activate, and confirm to restore access.

FAQs​

Is it safe to connect my bank account? Yes — connections are made through secure, authorized providers; your login credentials are not stored in the system.

What if my bank is not supported? Add a Manual Bank Account and upload transactions via CSV.

Connected vs manual accounts? Connected accounts sync automatically; manual accounts require uploads.

Can I upload transactions for connected accounts? No — uploads are only for manual accounts.

What file formats are supported? Excel or CSV.

Why map fields during upload? Mapping ensures your file's data matches system fields like date, amount, and description.

What happens when I close an account? It can't take new transactions, but historical data remains available. Reconciliation is required first so all transactions are accounted for.

Can I reactivate a closed account? Yes, from the account list.