In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from Silicon Valley Bank (SVB) for business accounts to allow inDinero to download your account activity.
Please note that Silicon Valley Bank Credit Card accounts do not offer a guest access feature.
To ensure your transactions make it into your inDinero dashboard, you have two options:
1. Provide the login credentials for the master user of the account to your inDinero service team via Client Uploads. Note: Two-factor authentication (2FA) can complicate this solution. Please either deactivate the 2FA, or update the associated phone number to 415-580-1571.
2. Provide monthly statements and CSVs to your service team so they can import your transactions.
Log into your account.
Click the magnifying glass for a drop-down menu and select Manage User(s).
Click Add User and then Create New User from Scratch.
Confirm your identity.
Input the following information, check the box to make inDinero the primary contact, and click Continue.
- User ID
(e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
- First Name, Family (Last) Name
inDinero, Finance Team
- Title (Optional)
- Telephone Number
- Fax Number
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
Do not check any of the boxes on this screen. Click Continue.
Check the Grant / Remove All in Section box for the top table only. Don’t check any boxes in the Internal Transfers table. Click Continue.
The next pages will confirm the information you just input. Click Continue. Your service team will handle any outstanding syncing steps from here.