Youʻve taken the plunge and now youʻre a part of the Keeper family. Itʻs time to set up your account so you can maximize all the benefits we offer.
Getting your business cards linked to track your write-offs is probably the most important step in setting up your account. We recommend linking up any accounts that business purchases come from. Linking either your checking account or credit card with us is a straightforward process, as we readily accept both.
When you log into the app the first time, you will see an option to link up Checking Accounts and Credit Cards right from the home page. Just follow the prompts and youʻll have those accounts linked in no time.
Have multiple accounts? No problem! You can head over to the "Settings" tab in the app to link up to 8 total accounts.