Connect Your Bank Accounts to Quant Flow

Welcome to the heart of your financial automation. Connecting your bank accounts is a secure and straightforward process that unlocks the full power of Quant Flow for your company.

Once connected, you can automate payments, reconcile transactions, and gain real-time financial insights—all from a single dashboard.

How It Works: A Simple Three-Step Process

Linking a new bank account to your company’s Quant Flow profile is designed to be quick and compliant.

  1. Grant Consent (Authorize)
    • What it is: You securely provide Quant Flow with permission to access transaction data from your bank. This is a standard regulatory requirement known as Open Banking (in the UK/Europe) or similar frameworks globally.
    • Who does it: Any Admin User for your company. The authorization is given for the entire company, not just an individual user.
  2. Activate Account
    • What it is: Once consent is granted, you “activate” the bank account for use within Quant Flow. This is when the magic starts.
    • Who does it: An Admin User decides which consented accounts to activate.
    • The Key: The number of bank accounts you can actively link and use is determined by your Quant Flow User Plan. Think of your plan as defining how many simultaneous automation streams you can have.
  3. Manage & Automate
    • What it is: With an active bank account linked, you can now create powerful automations (like rule-based payments, cash flow forecasts, and reconciliation scripts) that run seamlessly.
    • You are in control: You can view connection status, extend consents, or deactivate accounts at any time from your dashboard.

Key Things to Know

  • Company-Wide Access: All Admin Users under your CompanyID can view and manage your company’s bank connections. This ensures transparency and collaborative financial management.
  • Your Plan, Your Capacity: Your subscription plan defines the number of bank accounts you can have active and automated at once. You can always upgrade your plan to link more accounts.
  • Secure by Design: We use robust, bank-level security and never store your online banking credentials.

Ready to get started? Explore the guides below to learn about each step in detail.

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