Introduction
Integrating your bank account with Joy Pilot via Salt Edge allows you to automatically import transactions, keeping your financial records accurate and up to date. The setup process consists of two simple steps:
Connect Your Bank Feed
Link Your Bank Feed to a Bank Account in Joy Pilot
This guide will walk you through each step to ensure a smooth setup process.
Step 1: Connecting Your Bank Feed
To start, follow these steps to establish a connection between Joy Pilot and your bank:
Navigate to the Bank Feed Setup
Go to the Bank Accounts section in Joy Pilot. (See your Dashboard home page)
Click [+ Bank Feed ]
Accept Terms & Conditions
Read through the provided terms and conditions.
Tick the box to confirm you accept them.
Click ‘Continue’.
Select Your Bank
Use the search bar to find your bank (e.g., HSBC, Lloyds, Starling).
Click on your bank from the list.
Authenticate with Your Bank
Follow the on-screen prompts to log in to your bank account.
The authentication process varies by bank, but in most cases, you will be redirected to your bank’s login page.
Confirm access and allow Salt Edge to establish a secure connection.
Complete the Setup
Once authentication is successful, you will be redirected back to Joy Pilot.
Your new bank feed will now appear in the Bank Accounts section of your Dashboard, indicating the connection is established.
Step 2: Linking Your Bank Feed to a Bank Account in Joy Pilot
Once your bank feed is set up, the next step is to link it to a bank account in Joy Pilot. There are two ways to do this:
Option 1: Link to an Existing Bank Account
Navigate to your existing bank account in Joy Pilot.
Click ‘Link Bank Feed’.
Choose the bank feed you just set up.
Select the correct bank account from the feed.
Click ‘Save’ to establish the connection.
Your bank feed is now linked, allowing transactions to sync automatically.
Option 2: Create a New Bank Account and Link the Feed
Click ‘Add a New Bank Account’ in the Banking section.
Select your newly created bank feed.
Choose the correct bank account from your bank feed.
Click ‘Save’ to finalize the setup.
Once saved, Joy Pilot will retrieve and display your bank account details.
Managing Your Bank Feed
Once your bank feed is connected, you can:
Check Your Balance – View the latest balance directly from your bank.
Retrieve the Last 90 Days of Transactions – Access a history of recent transactions.
Refresh Your Transactions Manually – Although Joy Pilot updates your transactions daily, you can manually refresh them anytime.
Important Note:
The system automatically updates your banking information once daily. Additionally, due to Open Banking regulations, you are required to re-authorize your bank feed every 90 days using your online banking credentials. Joy Pilot will notify you on your Dashboard when re-authorization is needed.
Summary
Setting up a bank feed via Salt Edge in Joy Pilot ensures seamless transaction imports and accurate financial records. By following these two simple steps—connecting your bank feed and linking it to a bank account—you can automate your banking data and focus on managing your business more efficiently.