The accounts can be used to keep track of the money flow in your business. You can use them as dummy accounts for you bank accounts, credit card, accounting accounts, etc...


As you collect payments and make payments your account value will increase and decrease. You can manually adjust the amount by selecting the adjustment type, amount and date. There are 2 methods to add a new bank account:

NOTE: Osmos has no capability or integrations to connect with banks. 

METHOD 1: From the Home Screen.

Go to the initial configuration section and select Step 2 "Add business and banking accounts", complete the required information and click save.

METHOD 2: From the Setup menu

Go to Setup / Business Accounts. 

Click on “+ Account Information” and complete the required information.