- For Accounting:
- Please ensure you have Admin access: Our SOC2 compliant data connector requires that you have Admin permissions to be able to provide access to your data for security reasons.
- If you still receive an error: Please screenshot the entire screen including the URL and error message and contact us with the information!
- For Banking:
- Please ensure you have selected the Business bank account. Novel utilizes Plaid to securely connect to your bank. Many banks supported by Plaid have both the ability to connect personal and business accounts. Please make sure you have the selected the business account.
- If you still receive an error: Please screenshot the entire screen including the URL and error message and contact us with the information!
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