Start the connection
Open Connections and find Bank feed (Mono). Choose Connect.
Help centre / Bank connections
Connect your bank
with Mono.
Load statement lines straight from your bank instead of uploading files.
Open BrillrecFive steps
An administrator does steps 1 to 4 once. After that the bank side can load by itself each period.
Link your bank in Mono’s window
Mono’s window opens. Choose your bank and sign in with your usual online-banking details there, then approve read access. Your banking password is entered on Mono’s screen only; Brillrec never sees it.
Return to Brillrec
Mono sends you back to Brillrec. The connection appears with a Working label. If it is not there yet, wait a few seconds and refresh the page.
Add it as a bank account
Choose Add as a bank account on the connection. Brillrec fills in the bank, account number and account holder from Mono. Check them, then choose whether the bank side should load automatically after each period.
Reconcile
If you chose automatic loading, the statement lines are ready when the preparer starts the period. Otherwise choose Import from the connection on the Files step of a new reconciliation.
Common questions
Quick answers.
Can Brillrec move money from my account?
No. The connection is for reading statement lines only. Brillrec cannot make payments or transfers.
I did not have the account details when I connected, and typed some wrong. Can they be fixed?
Yes. The Bank accounts page compares each linked account with its connection. If the number, bank or ledger code differs, it shows “shows different details”, and one click takes the connection’s details. The account’s currency is never changed this way.
Brillrec says an account with that number already exists.
Two accounts at the same bank cannot share a number. Brillrec offers to link the existing account to the connection instead of creating a second one.
The connection says “Needs reconnecting”.
Banks ask customers to renew access from time to time. Choose Reconnect on the connection and repeat the sign-in in Mono’s window. Your accounts and history are kept.
How do I stop sharing a bank account?
Choose Disconnect on the connection. Statement lines already loaded stay in their reconciliations.
Which banks can I connect?
The banks Mono supports. If yours is not in Mono’s list, upload the statement file instead; everything else works the same.
Keep reading
Related guides.
Getting started
From a new account to a signed-off statement.
Read the guideReading the reconciliation statement
The statement shows how your cash book reaches the bank’s balance.
Read the guideAccess and data handling
The controls your administrator can set, in plain language.
Read the guideStill stuck?
Ask us.
Email info@brillrec.com with what you were doing and what you saw, and we will help.
Email Brillrec