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.
14 articles
Banks & Statements
Set up bank relationships, exchange data and manage statement imports.
9 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.
4 articles
Fixed Term Deposits
Request, approve, place and manage Fixed Term Deposits through maturity.
10 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.