financio

Financio

Make accounting a breeze

Financio

Make accounting a breeze

At a Glance
Looking for help with accounting? Connect your DBS account to Financio to get real-time reports, automated book-keeping, invoice-purchasing and management of cash flow reports.
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Easy Setup

Set up your DBS bank account in Financio. Then connect DBS and Financio through DBS IDEAL, our online banking platform

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Up-to-date view of your cash flow

With DBS-Financio bank feeds, your day starts with valuable insights and updated view of your financial position

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Easy Reconcilation

Connect your DBS bank account to Financio to receive daily bank feeds and reconcile your transactions

Special Offers

Successfully open a DBS Business Account(s) and enjoy 3 months fee waiver for:

  • DBS IDEAL Online Banking Telegraphic Transfer Transactions Fee

Subject to DBS Online Account Opening for Business Terms and Conditions

Features & Benefits
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Simple and easy interface available in English and Traditional Chinese

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Just record your bills and invoices, Financio will automatically generate the rest

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Multi-currency ready with live exchange rates updated daily

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Unlimited users with customizable permissions

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Send E-invoices via e-mail

Comes ready with up to 21 real-time reports and overview dashboard

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Secure and daily live backup of your data

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Help is right at your fingertips with Financio’s in-app chat support

How it works

Bank Feed Integration

 

Step by Step Guides

How to set up DBS-Financio Bank Feed
How to reconcile your accounts on Financio
 

How to Apply

What you need to do to set up DBS-Financio bank feeds?

  1. DBS Business Account with DBS IDEAL access
  2. Financio accounting software

Apply for a DBS Account or login to DBS IDEAL to use this service!

Just follow these easy steps: See how.

If you already have a DBS Business Account, but no DBS IDEAL access yet.

Or Login to DBS IDEAL Now! Apply now.

Ready to switch to DBS? Apply now.

Stay tune for upcoming workshops

Stay tune to BusinessClass for any upcoming Financio workshops to get hands-on demo on how to build the right reports for your business.

FAQs
What types of accounts would I be able to set up bank feeds for?

You would be able to set up bank feeds for DBS corporate current account (HKD & USD) to be delivered directly into the Financio platform. 
Will DBS-Financio bank feeds cost me anything?

If you’re currently using Financio and have a DBS bank account and DBS IDEAL access, the bank feeds are available at no additional cost to you. If you don’t currently bank with DBS and would like to, you can get started now.
How do I sign up for this service?

You can sign up for this service by accessing the “Integrated Apps” page under Control Panel on Financio, which will prompt you to login to DBS IDEAL if you have chosen DBS HK as your bank-feed. You’ll require your IDEAL login credentials (including your Digital Token or Physical token) for us to verify you. Subsequently, you just have to authorise the bank to send the feeds to Financio and you are done! Just follow these easy steps.
Can all users sign up for this?

Only users who are IDEAL authorisers are able to sign up. You would only be able to send bank feeds for DBS Business accounts that the DBS IDEAL user is authorised to within DBS IDEAL.
I am only on DBS IDEAL Enquiry. Will I be able to access this service?

As a company on DBS IDEAL Enquiry would not have any users who are authorisers, please upgrade your access to IDEAL Transact by using this form.
I am already using another accounting software, can I still subscribe to Financio’s bank-feed?

Currently, DBS offers two accounting software solutions. However, user can only subscribe to one accounting software’s bank-feed.
What reports can Financio generate?

Premium users have access to 21 reports : 
Balance Sheet, Profit & Loss, Cash Flow Statement, Account Transactions, General Ledger Details, Aged Payables, Aged Payables Details, Aged Receivables, Aged Receivables Details, 
Audit Trail, General Ledger Summary, Inventory Details, Job Activity, Job Income Statement, Job List, Job Transactions, Journal Entry, Reconciliation, Sales & Purchase Items, Trial Balance.
What support does Financio provide?

Get responsive reply from Financio’s team members via using the in-app Intercom (The chat icon on the bottom left) after you logged into Financio.

You may also contact Financio’s service agent in Hong Kong:
Eric Tai
M Consulting Group Limited
Phone: (852) 2711 9930
[email protected]

Subscribe to Financio’s Annual Premium Plan during your 30-day free trial to enjoy 17% off!

Relevant Terms and Conditions apply.