Manage multiple accounts
Once the user is authenticated, the external account will display next to yours in the Accounts section, and they can view their transactions by clicking on the external account.
Managing linked accounts can be done with account settings, and if there’s a connection issue, a message will appear to help the user correct the issue by re-verifying their credentials.
PFM in Banno
help your people manage their finances
Now that all of your users’ accounts are in one place, they can truly manage their finances and budgets—replacing the need for outside PFM tools, like Mint. This has been part of our strategy to help you become a financial hub from the start, and is why we acquired Geezeo® to bring PFM functionality to Banno.
We started by connecting Geezeo via SSO, and we are now working to completely fold Geezeo’s PFM functionality natively into Banno, beginning with the spending wheel, and eventually removing the need for an SSO completely.