Bank and card connections

Connect any business card or bank account your team already uses through a secure bank login. Accountable supports over 8,000 financial institutions. Transactions land in Transactions, and cardholders get receipt links.

What syncs

• Card and bank transactions, including pending and posted updates
• Cardholder names, where your bank provides them, to route receipt links to the right teammate

Nothing is ever sent back to your bank. The connection is read-only.

Connect a bank card

1. Go to Settings > Integrations > External Cards.
2. Click Connect a Card, then Connect your bank card.
3. Search for your bank, sign in, and complete any security steps.
4. Choose the accounts to share and confirm.

You'll see "Successfully connected!" The connection appears under Connected Cards with the institution and Last Synced time.

Manage a connection

Open the options menu on a connection:

• Manage Cards: see the connected accounts and choose whether transactions go to your PMS review queue with Send transactions to PMS review queue.
• Reconnect: sign in again when your bank asks.
• Deactivate: stop pulling transactions from this connection.

Pending and posted transactions

Banks often show a charge as pending and then post it with a new ID and sometimes a different amount, for example when a tip is added. Accountable matches the posted transaction to the pending one so receipts and details carry over. See Duplicate detection.

Who gets the receipt link

Accountable uses the cardholder name on each transaction to find the right teammate. Make sure every cardholder is a user with a mobile number. Some banks don't include cardholder names. In that case, contact support@accountablevr.com to set who should receive links for that card.

Common issues

• A connection shows as disconnected: click the plug icon on its row, or choose Reconnect, and sign in again. Reconnect a disconnected card before editing its settings.
• "Institution not found": contact support@accountablevr.com with your bank's name.
• Transactions are late: Accountable refreshes connected cards regularly, but transactions only appear once your bank shares them. Pending charges can take a little time to show up.

Tip: Connect a company card with one login rather than each employee's personal login, so the connection doesn't break when someone leaves.