In order to track and analyze your finances and provide you an at-a-glance dashboard, your team needs access to your existing accounts.
Please note that Capital One Business 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 set up the work phone number to inDinero's number (415-816-4420) and leave the mobile and home as your own business phone number.
2. Provide monthly statements and CSVs to your service team so they can import your transactions.