How to Add Hiline to Your Financial Platforms
During your Financial Transformation, Hiline connects your financial systems so they all work together correctly in QuickBooks and/or Digits. To do that, we need direct access to all of your platforms.
This guide will help you through this process. Simply find the platforms you're currently using below and follow the step-by-step directions. Defer to your Karbon checklist for what's relevant if you're unsure.
Once you're done, we'll begin your build to ensure that your expenses are coded right, your payroll entities are accurate, and your reports reflect how your business actually runs.
We only do this once (most clients complete in <20 minutes) and your Financial Transformation begins!
If a platform isn't listed or you're not sure it applies to you, reach out to Gina Hazlaris, your onboarding lead, at [email protected]
Hiline Access Credentials
- Name
- Hiline Services
- [email protected]
- Access Role
- Accountant / View Only / Statement Access
- Phone
- (415) 523-4020
Use these details unless a platform below lists its own credentials.
This email and phone number are not monitored. Please reach out to your onboarding lead for direct communication.
Showing 37 of 37 platforms
Accounting Software
Business Bank Accounts
Hiline needs view-only access to all business bank accounts — statements and transactions. We do not need access to move or manage funds. Use the Hiline credentials above when adding Hiline as a new user. If your bank requires creating a username and temporary password for new users, please share those details through Karbon when signing off these tasks from your request list.
Business Credit Cards, AP, & Spend
Payroll
Payment Processors & Other Platforms
If you use any of the platforms below, please add Hiline as a user using the Hiline access credentials above.
Don't see your platform?
Reach out and we'll walk you through the right access steps.
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