Connecting your bank account lets FinovaOS import transactions automatically for faster reconciliation.
1
Go to Banking → Bank Accounts in your dashboard.
3
Choose your bank from the list. Supported banks include HBL, UBL, MCB, Meezan, Standard Chartered, and 50+ others worldwide.
4
Enter your account details: account title, account number, and opening balance.
5
To import transactions, go to Bank Reconciliation → Import Statement and upload your bank's CSV/Excel export.
💡Tip: Most banks let you export statements as CSV from their internet banking portal. Check your bank's online portal under 'Account Statements' or 'Download Transactions'.
⚠️Note: FinovaOS does not store your internet banking credentials. Statements are imported as files — there is no direct bank sync for security reasons.