About Budget Insight
Budget Insight is a PSD2-authorized third-party provider that facilitates bank account connectivity with various accounting software solutions. It enables users to connect and synchronize their bank accounts seamlessly.
iBanFirst partners with Budget Insight, allowing for easy integration with its platform.
Compatible Software
Budget Insight is compatible with several accounting software applications, including:
Dougs
Axonaut
Tiime
Compta Clémentine
Fizen
Formee
Evoliz
Agicap
Please note that this list is not exhaustive.
Connecting iBanFirst Accounts with iBanFirst API Credentials
Budget Insight utilizes the iBanFirst API to establish a secure connection to iBanFirst accounts. Follow the steps below to obtain your iBanFirst API credentials:
Activate API: Go to Settings > Services > API.
Choose Your API Supervisor Password.
Log In: Access the platform at platform.ibanfirst.com with your API supervisor account.
Copy Your API User Credentials: Navigate to the Users screen, copy your API credentials, and paste them into your accounting software's bank account setup screen.