Connect your bank accounts and cards

When you connect a business bank account or credit card, its transactions import into Arketa automatically. Connect every account tied to your business during onboarding, and add or remove accounts later as your banking changes.

You manage connections in the Linked accounts section of the Bank transactions page, in the navigation bar at the top of the Accounting tab.

Connect an account

1. In Linked accounts, click (+) New account.
2. In the window that opens, choose Continue as guest. Entering your phone number is optional.
3. Find your bank under Select your institution, then click Continue to login.
4. Follow the on-screen instructions to log in and grant read-only access.
5. If prompted, select the accounts you want to connect. If you're asked for your phone number again, choose Continue without saving.

Repeat these steps for each additional account or card at a different institution.

Unlink an account

1. In Linked accounts, click the account or card you want to disconnect.
2. Click the icon on the right side of that account.
3. Click Unlink account, then Confirm.

Repair a broken connection

Connected accounts sometimes drop when you change your bank password or security settings.

1. In Linked accounts, click the affected account.
2. Click Fix account, then Repair connection.
3. Enter your credentials to reconnect.

Frequently asked questions