Benefits of Connecting UOB Bank to Financio
Real-Time Dashboard
Get a live view of your cash balance forecast, receivables, payables, and top customers or suppliers.
Live Bank Feed
Retrieve up to 60 days of UOB transactions directly in Financio for quick viewing and easy reconciliation.
Initiate Payments & Requests
Make bill payments or send payment requests to UOB directly from Financio, with details prefilled for speed and accuracy.
Debit / Credit Notifications
Receive instant notifications in Financio whenever your linked UOB account is credited or debited
Financio Cloud Accounting Solutions to Drive Growth
Financio offers a streamlined platform for SMEs and startups, enabling real-time access to financial data, simple invoicing, and seamless bank feeds. With Financio’s easy-to-use tools, businesses can improve efficiency, optimise cash flow, stay tax compliant, and focus on driving growth.
Tax Filing
Financio simplifies tax preparation by organizing your financial data, ensuring accuracy, and minimizing errors. Say goodbye to stressful tax seasons!
Bookkeeping
Easily manage your finances, track expenses, and maintain accurate records all in one place. Our user-friendly platform helps you stay organised and efficient.
Bank Integration
Connect your bank with Financio to easily import transactions, reconcile statements, and keep your accounts up-to-date with ease.
Bank Reconciliation
Match transactions easily, identify discrepancies, get clear insights into your cash flow and make financial decisions confidently.
Inventory Management
Track stock levels, monitor inventory movements, and generate insightful reports—all from one intuitive platform.
Dont Have UOB Bank Business Account yet?
Open a UOB Bank Business Account today!
Whether you’re a sole proprietor or running a larger entity, signing up for a UOB Bank business account unlocks a comprehensive platform tailored to support and grow your business.
FAQ
Financio is great for all forward-thinking SMEs that wish to work with a clean and simple interface; and one that helps to effectively manage cash flow whilst staying compliant with local tax regulations. Financio is multi-user, multi-lingual, and multi-currency ready. With a wide range of integrated apps like banks, payrolls, e-commerce, and payment gateways, you can power up and scale your business at ease with Financio.
Yes, except LHDN E-Invoice. You can try all features available in the Premier Plan. We want you to experience all of Financio's powerful features while ensuring you get comfortable with the product before you subscribe.
Our complimentary trial puts you on a 30-day Financio Premier plan, which gives you full access to all the extra features for free (except LHDN E-Invoice).
Yes. You can try all features available in the Premier Plan. We want you to experience all of Financio's powerful features while ensuring you get comfortable with the product before you subscribe.
Yes, you can add multiple companies under the same master email address/login. This will allow you to switch between companies easily. A subscription is required for each company – every new company set includes 30 days of complimentary service before the first payment is due.
NOTE: There is a limit of 10 companies per email address.
Before your complimentary trial ends, you will have options to subscribe to Financio Premier or Essentials. However, if you do not subscribe to a paid plan, your Financio accounts will be converted to read-only and will be deleted within 30 days.
Your Financio accounts, will be converted to read-only. If you do not reactivate your subscription within 30 days, your business account will be deleted.
- You will be able to view the dashboard on the UOB SME apps featuring business overview for Cash Balance Forecast, Account Receivables / Payables, and Top Customers / Suppliers.
- Getting to know account bank balances without login to UOB bank account and bank feeds automatically flow in to Financio accounting for quick reconciliation.
- Receive real-time credit/debit notifications of account transaction activities.
- Initiate supplier payment to UOB via Financio
It’s free of charge without any cost.
UOB and your accounting provider work together to ensure your data is transmitted safely and securely using systems audited regularly to comply with industry standards. Here's how:
- Data encryption: Maybank and your accounting partner use secure systems to transmit your data. These systems are regularly audited to meet the highest industry standards.
- Multi-factor authentication: You'll need to log in securely with your Maybank username and password, followed by Secure2u verification for an extra layer of protection.
- Backend checks: Additional security measures are in place from the backend to verify your identity.
Once successfully linked, Financio will receive transaction records for the last 90 days from UOB Bank, up to T-1 day daily.
Yes. You may unlink your accounts any time, via either Maybank’s or your accounting service provider’s platform. Note that unlinking your account will mean you have to go through the linkage journey again if you’d like to continue using the bank auto reconciliation feature.
Learn how to unlink your UOB account with Financio
Click here to find out
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Step into the world of convenience and efficiency SECURELY connect Financio Account with UOB Bank.
