The first time you log in, Business Finance Assistant will prompt you to add your Lloyds Business Current Account. This is crucial as it powers Business Finance Assistant, unlocking features like Cash Flow Forecasting, creating financial accounts, and managing your digital VAT return if you're VAT registered.
You can add additional accounts from Lloyds or other banks whenever you want, right from the tool using the same simple process.
For a guide on connecting your Lloyds Bank Business Account to Business Finance Assistant, follow this link: How to Connect a Lloyds Bank Business Account to Business Finance Assistant