Hey there!

At Bujeti, we’re always thinking, “How can we make life easier for you?”

So guess what? We have the right solutions your business needs to take your finance game to a whole new level: Bank Sync and Direct Debit.

Let’s dive in real quick!

What’s the Bank Sync Feature All About?

If you've ever found yourself hopping between bank apps just to keep up with your finances, you're not alone.

We felt your pain, and we built something better.

Bank Sync lets you securely link all your business bank accounts into one sleek dashboard. From there, you can:

• View all your balances in one place

• Automatically sync transactions

• Categorize expenses

• Generate account statements without lifting a finger

Basically? It’s your financial command center, all in one spot.

Watch how it works in action

No more app-hopping. Just smooth, simple control.

How to Set Up Bank Sync on Bujeti

Getting started just got easier on Bujeti:

1. Head to your Accounts Dashboard

2. Click on “Add Account”

3. Choose “Link External Account”

4. Pick the Corporate Bank Account you want to connect

5. Set up your digital signature for secure access

6. And you’re done!

What’s the Direct Debit Feature?

After launching Bank Sync, we asked ourselves, “What if businesses didn’t have to stress over repeat payments?”

Boom! Direct Debit was born.

Now, you can automate your payments, whether it’s vendors, bills, subscriptions, or anything else, straight from your linked account.

It’s secure, reliable, and saves you hours every month.

How to Set Up Direct Debit

Bujeti is all about seamless operations. Here are quick steps you can perform to set up your direct debit:

1. Click on “Set up direct debit”

2. Follow the on-screen steps

3. Confirm access by digitally signing the mandate

That’s it. You're all set for effortless recurring payments.

And don’t worry, your data is fully protected. We’re NDPR compliant, which means:

• Your info is encrypted and private

• No one (including us!) can access your funds

• Payments only go through when you give the green light via a signed mandate

Explore more at bujeti.com

FAQs – You Asked, We Answered

1. What types of accounts can I link?

Corporate bank accounts are currently supported.

2. Which banks are supported?

We’re adding more all the time. Log in to see the most up-to-date list.

3. What can I do with Bank Sync?

With the Bank Sync feature, you can view balances, sync transactions, categorize expenses, and generate account statements, all in one place.

4. Is my account safe?

Absolutely!

At Bujeti, we use strong security protocols to safeguard your data. These include:

• Multi-factor authentication

• Data encryption

• Strict NDPR compliance

5. Can I control direct debit settings?

Yep! You can set your own payment frequency (weekly, monthly, etc.), edit or cancel debits anytime.

6. What controls and permissions do I give?

You have complete control. You can give any permission you’re comfortable with.

Nothing moves without your say-so and digital signature.

7. How long is the mandate valid?

Each signed mandate lasts for 1 year, unless you cancel it earlier.

Got more questions? Just hit us up at support@bujeti.com.

We’re always here to help!