Getting Started with Prosaic (Clients)

A quick guide to getting started with Prosaic

Prosaic is a secure online platform your accountant or bookkeeper uses to manage your books more efficiently. It connects directly to your bank feeds using open-banking technology, so your accountant can quickly code transactions and prepare reports such as GST or year-end financials.

This guide covers everything you need to get set up: accepting your invite, confirming your details, and connecting your bank accounts — including quick notes for the main NZ banks and what to do if a connection won't go through. The whole process usually takes about 5 minutes.

Video Guide (4min 22sec)

Step By Step Guide

1️⃣ Accept your invite

You’ll receive an email invitation from your accountant.

Click “Get started” and sign in using your email address. Prosaic uses magic-link login — no passwords required.

If you don’t see the email, check your spam or promotions folder.

2️⃣ Confirm your details

You’ll be asked to confirm or add some basic details:

• Name and contact number
• IRD number (optional)
• Address (optional)

You can skip anything your accountant already has on file.

3️⃣ Connect your bank feeds

Prosaic connects to your bank securely through Akahu, New Zealand’s trusted open-banking partner.

To connect:

1. Click Add bank accounts
2. Choose your bank and log in securely through Akahu
3. Select which accounts you’d like to share (e.g. business, rental, credit card)
4. Approve access — you’ll see a confirmation when it’s complete

You can add or remove accounts at any time.

Before you start, for every bank

• Use your personal mobile banking login — not business banking, and not internet banking alone
• Have your bank's mobile app installed and set up on your phone
• Make sure the account you want to connect is visible in that personal mobile app (call your bank first if it isn't)

Quick notes for the main banks

• ANZ — you'll need the goMoney app. If you're connecting a business account, it must be linked to your personal login via ANZ's Customer Select process (call ANZ to set this up if it isn't already).
• ASB — you'll need the ASB mobile app. Business accounts must be accessible via your personal ASB login — FastNet Business is a separate product and isn't supported.
• BNZ — you'll need a personal BNZ login (not a business banking login). If your business accounts aren't linked to your personal mobile app yet, call BNZ and ask them to link them.
• Westpac — you'll need to be registered for Westpac One (online or mobile).
• Kiwibank — you'll be asked for your Access Number (found in the "More" section of the Kiwibank app), password, two Keepsafe question answers, and a mobile verification code.
• TSB — you'll need the TSB mobile app installed and registered, and your TSB Customer ID.

4️⃣ Save connections and finish setup

Once you've completed setting up bank connections, click Save Connections which will return you to Prosaic

Once confirmed, click Finish onboarding — your accountant will now receive your bank data and can begin preparing your financials.

✅ What happens next

• Your accountant will start reconciling transactions and preparing reports.
• You might receive reports for review or approval (e.g. your GST return).
• You can log in at any time to view your accounts and reports.
• If you ever change banks, simply reconnect through Akahu — it only takes a moment.

💬 Need help?

If you get stuck:

• Contact your accountant directly, or
• Use the Help button inside Prosaic to message our support team.