Connect your Bank for Automation – UK and US Customers

This article describes the steps, to follow and set up an automatic forwarding of your bank statements to your Counto’s Vault account.

1. Log in to your company’s dashboard – https://dashboard.xion.ai/
2. Click on the settings (gear) icon per the image below:

3.Click on connections per the image below:

4. click on Add connections

5. Choose to connect Bank Accounts(s)

6. Provide your contact number

7. Select your institution

8. Login with your credentials and connect.