Flinq Help Centre
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Search practical guides for setting up Flinq, managing access, working with banking data and completing day-to-day tasks.
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Start Here
Learn what Flinq does, find your way around and complete your first setup tasks.
6 articles
Organisation, Users & Security
Configure offices, manage users and roles, and secure access to Flinq.
13 articles
Banks & Statements
Set up bank relationships, exchange data and manage statement imports.
12 articles
Interest Pooling
Create pools, assign accounts, manage rates and understand interest calculations.
11 articles
Payment Runs & Reconciliation
Generate interest payment runs, track their status and reconcile the results.
4 articles
Books & Reporting
Group accounts and deposits into books for operational views and reporting.
3 articles
Common tasks
Getting started with your first office
Complete the core office setup before importing data and starting operational work.
How to activate a new bank relationship
Activate a bank, configure data exchange and import the first statement for an office.
Interest Pooling overview
Understand pools, account assignments, rate profiles, payment runs and management-account reconciliation.
How to generate a payment run
Calculate, review, approve and process interest payments for one or more pools.