Name your new account (1)

Click on Add accounts (2).

💡 Tip: If you want the current balance per account transaction to be calculated for your accounts based on the balance call and displayed in the transactions, you can activate the option "Calculate current balance per account transaction"!

Bank sort code filter:
If you have already entered house banks, the filter uses these bank sort codes, but can be extended to all banks supported by finAPI ("Show all banks" filter option).

The column-based table filter is activated, so you can filter for a specific bank in the desired column.

You can now select the desired bank and confirm with Select.

You will receive a confirmation in your application about the connection to the selected bank.
​

At the same time, Scopevisio opens a web browser window in which the connection to the payment service provider finAPI is transferred.
​

Enter your login data for the bank you have just selected in Scopevisio here (1).
This is your access data for the online banking of the bank in question.

The "Save PIN" box must be ticked in order to be able to carry out the automatic account and balance enquiry continuously and without further authentication.

Accept the terms of use (2)

Click on "Next" (3) .

Select the TAN method offered by your bank from the list (1),

Save it by ticking the box (2)

Click on "Next" (3).

Enter your TAN (1).

Click on "Next"(2).

Depending on the number of accounts for which you are authorised (all accounts are always retrieved), the bank data retrieval takes a few seconds to minutes. The bank's connection to Scopevisio will then be confirmed.
​

You can display the details of the connected accounts using the small arrow (1).

💡 Tip: Some accounts are still only offered via the previous FinTS interface and are not included in the initial call-up - in these cases, you can also connect these accounts immediately afterwards using the "Call up other accounts" button. You must also use this function if you want to make payment runs for direct debits for your account via finAPI (the FinTS interface is also still used for this)!

Exit the form by clicking on the "Close" button (2).
​

Select the desired accounts (1)

Confirm your selection with "Accept selection" (2).
​

Account movements can now be called up directly via the link in the notification (2).

The newly added accounts are automatically created as house banks on request if they do not already exist.
At any other time, it is possible to retrieve account transactions via Finance → Banks → Online banking .

After setting up bank access, the current expiry date of the token can also be seen in the "Set up access" form (a token is usually valid for 90 days). This means that the account can be automatically checked and updated once a day for new account transactions during this period without any further authentication on your part (the automatic query is set up automatically by the system).
​

The setup is now complete. The new bank access is now shown in the list.

You will need the Import finAPI access option if you work with Scopevisio with several companies and have already set up this access in another company for accessing other accounts of this bank (global finAPI user per user email address and sort code)! If only one account is available for the import, it is automatically imported and saved. If several configured accounts are available for the import, these are offered for selection.

After importing the account(s), you can use the "Add/remove online banking accounts" option for each account to select the desired accounts for retrieval in this company's online banking.