In this article

‍What is open banking?

Open banking lets you securely share your account information with apps like ANNA – but only when you give permission.

Here’s how it works:

Regulated and secure – ANNA uses bank‑grade security standards
No password sharing – your login details stay private
You stay in control – disconnect any account at any time in your settings

Open banking basically allows ANNA to “read” your transactions and balances so it can show them alongside your ANNA account. Mastercard powers much of this infrastructure behind the scenes, making the connections reliable and secure.

Why connect your other business accounts to ANNA?

Connecting your accounts makes managing your business money much easier. Here’s what you get:

1. See all your business money in one place

No more guessing or switching between apps. ANNA shows all your connected bank balances and transactions in a single dashboard.

2. Better cash-flow visibility

You’ll instantly see money in, money out, and your real financial position across all accounts.

3. Smarter bookkeeping and tax tools

Connected accounts means ANNA can automatically sort expenses, track payments and help you stay ready for BAS, GST and tax time.

4. Less admin, more time for your business

No more downloading statements or reconciling accounts manually. ANNA pulls everything together for you.

A step-by-step guide to connecting your business account to ANNA

Connecting your accounts only takes a few minutes. Here’s what to do:

Step 1: Log in to ANNA

Open the ANNA business dashboard on your computer browser and log in.

Step 2: Click on your ANNA business account

On the left-hand side of the dashboard, select your company’s ANNA business account.

Step 3: Go to ‘Connect an account’

In the pop-up menu, click ‘Connect an account’. A page will load with the message ‘Open banking connection’.

Step 4: Choose your bank

Follow the prompts and select the bank you want to link.

Step 5: All done!

Now your accounts will appear in ANNA.

Once authorised, your balances and recent transactions will start showing in ANNA. You can disconnect any account, anytime in ANNA’s settings.

Tips to make the most of your connected accounts

Connect all your business-related accounts to see the full picture
Use ANNA’s AI-empowered categorisation to track expenses
Use ANNA’s GST estimates to automatically track your GST obligations
Turn on notifications to get alerts for incoming payments
Once set up, ANNA gives you a complete, easy-to-read view of your finances, saving time and reducing stress

Did you know? You can set money aside in Pots with ANNA

Set money aside for tax, GST, savings, or upcoming expenses with ANNA Pots. It’s an easy way to keep important funds separate from your everyday spending, so you’re always one step ahead.

Got questions? Reach out to us in the ANNA app chat. We’re always here to help.

Register a Company with ANNA

ANNA +Taxes is available for newly registered companies – first 1,000 customers get 6 months free. We auto-categorise your transactions and take care of your lodgements.

Disclaimer

This content is general information for small businesses. You can only use the document for your noncommercial purposes. In no event shall we be held liable for any claims arising due to, or dependencies on the accuracy and completeness of the content provided. ANNA does not provide personal or professional financial, accounting or tax advice and you should consult with external professionals for advice tailored to your situation prior to making any decisions.