Quiltt/MX - Account Aggregator

Pulls financial data from multiple sources into one platform.

1. Log into your Docyt account. Click the 'Accounting' tab and select your business name.

2. Click on the gear icon in the top right corner and select 'Financial Connections'.

3. To reconnect a disconnected financial institution, click on the ellipsis menu (represented by three dots) located next to the disconnected institution and select 'Reconnect.'

4. Select the Management Group and click on Continue.

5. Follow the on-screen prompts to complete the connection process.

6. After completing the on-screen prompts, your Quiltt/MX Financial Connection will be successfully established.