In order to use your Jeeves account, you may be asked to connect to one of our open banking partners. If you operate in the United States, you’ll need to establish a Plaid connection to your business bank. If you operate in Canada, you’ll need to establish a Flinks connection to your business bank. Customers can connect to their open banking partner by following these steps:
Step 1: Log into your Jeeves account
Step 2: Click on user name in the top right corner and select Settings
Step 3: Click on Billing
Step 4: Click on Add a New Account
Step 5: Select USA or Canada
Step 6: Click on Add a bank
Step 7: Click on Get started and complete your connection
Step 8: Click Finish and confirm your connection is established
