Bank workflow setup
Prepare bank statements, payment vouchers and approval records before onboarding.
User guide
Velocity@ocbc 2.0 User Guide
Bank workflow support matters more in an AI-ready accounting stack: clean bank exports, payment approvals and reconciliation evidence make the whole system smarter.
Client-only resource
This guide is intended for supported clients. Contact Ninja Accountant for account-specific help with bank workflow setup, payment approvals and related Xero processes.
Related support topics
Xero migration
Move existing subscriptions, users and monthly finance routines into a cleaner cloud workflow.
Reconciliation evidence
Keep transaction support organized so AI suggestions and accountant review can work from reliable records.