3. Add your data

Add your bank accounts, payments providers and integrate your invoicing software, to start pulling transaction and balance data into the platform.

It's simplest to do this through the dashboard under the 'Sources' tab, however you can use the API if preferred. See the accounts section of the docs for this.

Once accounts and integrations are connected, you will see real-time balance and transaction data in the dashboard, to understand exactly what currencies you are holding and the position of each bank account.