Round

What are Accounts?

Help @ Round Treasury

Find answer to common questions on our Accounts Product, which allows you to view your account balances and transactions all in one place

Accounts

When are my accounts synced?

What does the 90 day limit mean?

How do I filter to view transactions for one account?

How long does it take for transactions to appear on the dashboard?

My account needs to re-sync, how do I do this?

Why is my balance in my account on Round different to the balance shown at my bank?

How do I disconnect an account?

Is there a limit on the number of accounts I can connect?

I can’t find my account, do you support it?

Accounts - General

Guide: How to link a Bank Account on Round

Accounts - Guides

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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