Jeeves requires you to connect your corporate bank account in order to determine your company credit limit. You can easily connect your bank using Plaid or Flinks. In some cases, your bank account may not be supported by our open banking partners, requiring you to manually connect your bank account.
To manually connect your corporate bank account, please follow 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 Add Your Bank Account Manually
Step 6: Select your currency to match your Jeeves account currency
Step 7: Enter your bank information
Step 8: Upload a PDF of your latest bank statement
Step 9: Click Next
Step 10: Our team will review and approve your bank connection
