Giving bank access to Team Inkle as bookkeeper

Adding [email protected] as a bookkeeper to your bank accounts via online banking:

For Brex

Steps to Add [email protected] as a bookkeeper to your Brex account via online banking.

  1. Under Team, click Invite user.
  2. Enter the name as Inkle Support - [email protected] and select the bookkeeper role.
  3. After clicking Send invite, we will receive an email invitation.

Example: For a company Acme, Inc please send an invite to [email protected].

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For Mercury

Steps to Add [email protected] as a bookkeeper to your Mercury account via online banking.

  1. Click the “Team” tab in your Settings page (https://app.mercury.com/settings/team)
  2. Click the “Invite” button
  3. Enter the name as Inkle Support - [email protected] and select the bookkeeper role
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For Chase


Steps to Add [email protected] as an Accountant/Bookkeeper to your Chase account via online banking.
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  1. Click on "Account Management" and then "Access & Security Manager".
  2. Enter Inkle Support as the first and last name and enter [email protected] as the email.
  3. For Username, enter inkle<your_company_name>123 and set a temporary password.
  4. Once the invite has been sent, continue by selecting the "Access level" as "see activity only".
  5. Select "See statements and Documents" from the General Services.
  6. Let the Inkle Team know the username and temporary password on Inkle Chat or on [email protected]

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For Wise

  1. Click on "Manage" and then on "Team".
  2. Click on "Add Team Member" and enter Inkle Support- [email protected] and select the "Viewer" role.

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For SVB

  1. Click on "Admin" on the left menu of your SVB dashboard.
  2. Click on "Add User" and enter Inkle Support - [email protected] and add phone +1 (256) 403-0863.
  3. Please do not select the "Primary Contact" checkbox.
  4. Select User Role as "View Only" and click on "Submit".
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  6. Please add the username as "inklesupport".