Connect bank accounts via Open Finance
Learn how to connect your bank accounts to Valerium using Open Finance to centralize statements, transactions, and cards.
Valerium's Open Finance module lets you connect accounts from different financial institutions and view statements, transactions, and cards in one place. The connection is made securely directly with the institution — no banking credentials are stored in Valerium.
How to connect an account
- Open the Financial module from the sidebar menu.
- Click 'Connections' in the top navigation bar.
- Select 'Add connection' and choose the desired financial institution.
- Follow the institution's authorization flow (you will be briefly redirected to the institution's environment).
- After authorization, connected accounts appear on the Connections screen.
- Go to 'Statement' to view imported transactions.
Manage existing connections
On the Connections screen you can see the status of each account (active, pending reauthorization, or inactive), reconnect accounts that lost their link, and remove connections that are no longer needed. We recommend reviewing connection status periodically, as Open Finance authorizations have an expiry date set by regulation.