Onboarding: bank connection and Peppol setup

During onboarding, Cashfeed helps you connect your bank account for automatic transaction syncing and, if your country supports it, register for Peppol e-invoicing — all in a few guided steps.

Where to find it

Onboarding → Verify → Sync bank account → Peppol (if supported for your country)

✅ Common tasks

Connect and verify your bank

  1. Open the Verify step in onboarding

  2. Wait for Cashfeed to load banks for your country

  3. Select your bank and complete its connection steps

  4. Continue once the connection is created

  5. Select Skip if you'd rather set this up later

If your organisation has no country set yet, the bank list defaults to Belgium.

Choose accounts to sync

  1. Review the accounts found for your connected bank

  2. Select which accounts you want Cashfeed to sync

  3. Click Sync to save your choices

  4. Continue automatically to Peppol or the next step

  5. Select Skip to leave syncing for later

Enable Peppol during onboarding

  1. Open the Peppol step, shown after bank syncing

  2. Use the option to enable Peppol for your organisation

  3. Continue onboarding after enabling or closing the panel

If business verification (KYB) isn't done yet, Peppol registration stays pending until it is — and your organisation needs both a country and VAT number set to complete it.


🔗 See also

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