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How do I integrate my Vivid Business account with Commitly?
How do I integrate my Vivid Business account with Commitly?
Updated over 2 months ago

What is Commitly?

Commitly is a cash flow management software for small to medium-sized businesses. It helps track real-time cash flow and provides insights into future liquidity. This makes it especially useful for managing cash positions, identifying shortfalls, and optimizing financial planning.

How can Commitly be useful for business owners?

  1. Say goodbye to Excel errors: Commitly eliminates the need for manual spreadsheets, keeping your cash flow up to date and synced with your accounts. This reduces the risk of formula errors and ensures data accuracy.

  2. Streamlined Cash Flow Planning: Commitly makes it easy to create cash flow plans, track automatic forecasts, and generate controlling reports. The platform also allows for seamless report sharing, simplifying planning and collaboration.

  3. Saves Time and Effort: Commitly offers a user-friendly template with easy-to-use features, giving valuable insights into cash flow development.

How can I integrate my Vivid Business with Commitly?

  1. Log in to Commitly: Navigate to My Bank Accounts and select Set up your company.

  2. Set Start Date: Vivid Business allows default access to transactions from the past 90 days. Select your preferred start date and click Next.

  3. Find your Bank: In the bank field, enter "VIVID (BANKING CIRCLE) GERMANY" (BIC: SXPYDEHHXXX), then click Next.

  4. Connect via finAPI: A prompt will inform you that the setup will proceed through finAPI. Enter your Vivid Business email address in the “Anmeldename” field, agree to the terms and conditions, and proceed.

  5. Log in to Vivid Business: You will be redirected to the Vivid Business login page. Enter your credentials to complete the connection.

  6. Select Accounts: Choose the Business and money accounts you wish to link, then confirm by selecting Grant Access to X Accounts.

  7. Complete Integration: You will be redirected back to Commitly. Review the account details and click Confirm to finalize the connection.

  8. Manage Accounts: Tick the box for the account you’d like to manage, then click Next. You will be directed to your dashboard, where you can begin managing your accounts.

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