The best way to track your transactions and reconcile your account is to link your bank account. After that, Sunrise does a lot of the heavy lifting so you have more time to focus on your business.
Our integration with Finicity allows you to connect with multiple financial institutions and pull bank data directly into your account. Finicity is AES-256 bit encrypted which is the highest in the industry. Sunrise is committed to protecting your privacy
and our systems, policies and procedures undergo regular security audits.
Link a New Bank Account
Follow along with our step-by-step process or view the video to see it in action.
After logging in:
Step 1: Navigate to the Bank Accounts tab on the Navigation Menu.
Step 2: You’ll see a couple of options to choose from. (Business Checking, Business Credit Card, etc.)
Step 3: Select the type of account you wish to connect. If you have used all the available accounts, click +Add new account at the bottom and create an additional account.
Step 4: If you selected one of the preset accounts (Business Checking, Business Credit Card, etc.), click on View Account.
Step 5: Select Link My Bank Account in the upper left corner.
Step 6: A pop up will appear labeled Connect bank account. Click continue.
Select Your Bank
Step 1: After pressing continue you will see a list of banks. You can use the search bar to find your bank.
Step 2: We use Finicity, a secure third-party bank integration. If you’d like to learn more about Finicity security and privacy, click here. Once you've selected your bank, you'll enter your online banking login information.
Step 3: Enter your banking credentials (It might take a moment to authenticate).
Step 4: Depending on your bank, you will need to answer some security questions or input a code provided by your bank for further authentication.
After you've been authenticated, you'll be brought back to Sunrise. If you have multiple accounts with your bank, you'll be asked which account you'd like to connect. If you want to connect more than one account, you'll need to set up a new bank account in Sunrise using the same process as before.
You'll also need to specify the date after which Sunrise should start pulling transactions. It's a good idea to only pull the transactions you need so that your accounting system doesn't become cluttered. Learn how to determine your Opening Balance here.
Once you've set your start date, you're all set! Sunrise will start looking for transactions and pull them when they arise in your online bank account.
Note: Depending on how many transactions you have and how far back you pulled them, it may take 15–20 minutes before transactions are imported. Be patient and let the magic happen!
Check Your Bank Has Properly Synced
To make sure that your bank has synced and your transactions have been imported:
Step 1: Navigate to Bank Accounts on the navigation menu.
Step 2: Select the account you want to view.
Step 3: You should see an Account Balance, Running Balance and a list of unmatched transactions.
Important Note: If you have trouble connecting to your bank account, send our customer experience team a message through the chat bubble in the bottom right corner or email email@example.com