Tutorial videos
Short videos showing how Fleane works in practice. You will see how to set up an account, connect your accounting software to Twinfield or Exact Online and link your bank accounts. From then on your bank transactions arrive daily, without MT940 or CAMT.053 files.
The bank connection runs through Ponto (PSD2), so the account holder gives consent directly at their own bank. If that is someone other than you, you will see how to invite them. Managing several clients in one environment? The videos on adding a client and reusing an existing connection will be the most useful.
Most videos run under five minutes.
Start with Fleane
04:53Getting started with Fleane – Onboarding with Twinfield
Setting up your account, connecting bank accounts, and Twinfield
04:54Getting started with Fleane – Onboarding with Exact Online
Setting up your account, connecting bank accounts, and Exact Online.
Bank connections
01:44Connect bank account via Ponto in Fleane
Easily connect your bank account to Fleane via Ponto and automate the retrieval and processing of bank transactions.
Other videos
03:22Invite account holder
How to invite the account holder to link the bank account(s) via Ponto (PSD2).
00:49Reusing an existing accounting connection
A short guide showing how to reuse an existing accounting connection for a new entity.
06:09Add client & invite account holder
How to create a new client entity in Fleane and invite the account holder to link the bank account(s) via Ponto (PSD2).
