Our goal is to automate as much of the management of your business as possible. Not only can you connect with your customers, but you can also connect with your banks and financial institutions. Once you're connected, we pull the transactions from those sites into ClearlyBooked and automate tasks like categorizing your transactions to help you stay on top of your financials.

Click the gear icon in the top right menu.
Click Connections.
Click the orange add button on the top right of the screen
Select the name of your financial institution from the list or enter it in the search box.
Enter your credentials for the selected site when prompted (we never save your credentials nor do they hit our site).
Follow the prompts to confirm the accounts and configure any settings.
Wait while we import your transactions or repeat the process for the other companies you do business with.
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