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Showing articles from Getting started tag

How long does it take to connect my accounting system?

It usually takes a few hours for the connection to complete and data to start syncing.

Who can sign a Power of Attorney (POA)?

Only authorized users with signing rights can sign a POA request.

What happens after I submit my onboarding?

Our team reviews your application. If everything looks good, your account will be approved and be presented with credit offers for you to choose from.

What should I do if the connection fails?

Try reconnecting from the platform. If the issue continues, contact support and we’ll help you troubleshoot.

Do all owners need to be included?

Yes, all owners need to be included in the KYC. In addition, at least two people must be verified on the platform. This can be Ultimate beneficial owners (UBOs), or signatories / board members. If you run the company on your own, you can complete this step by verifying just yourself.

How long does Treyd onboarding take?

It usually takes 10–20 minutes to complete and about 1 business day for review, depending on your information.

What do I need to do before connecting my bank?

Make sure open banking is enabled and that you have the permissions needed to grant access to Treyd.

What happens after I submit my KYC?

Your information is reviewed by our team. Once approved, you can continue using the platform and access your credit limit.

Do I still need to upload financial documents manually?

In most cases, no. Once connected, we can access your financial data automatically.

Do I need to invite other people to complete onboarding?

Yes, if there are required owners or signatories, they may need to verify their identity.

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