Konfir

If your bank isn't listed or the login fails, you can skip it and verify via HMRC or payroll instead - or contact your verifier to discuss alternatives.

I can't find or log in to my bank

The quickest option is to skip bank and connect other sources. You can also set up online banking first if you'd prefer to include bank data.

I don’t have online banking

A closed account can't be connected. Use another open account, or verify via HMRC or payroll instead.

My bank account is closed

Jacob

Fixes for common banking connection problems

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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