How do I add new bank accounts ?

To add new bank accounts in Prosaic, the process is fairly simple.

Step 2 — Click “Add Bank Account”

From the dashboard, click Add Bank Accounts.

You’ll be redirected to Akahu, our secure Open Banking provider.

Step 3 — Review Your Bank Connections

Option A — Reconnect existing bank accounts

If you are already connected to a bank in Akahu (for example ANZ, ASB, BNZ or Westpac), but one or more accounts have become inactive:

Click on the bank logo (for example ANZ)
This will take you into the Review Connections flow
Sign in to your internet banking
Review and re-select the accounts you want connected to Prosaic

⚠️ Important: You must select all accounts you currently use, including accounts that were already connected previously.

If you only select the new account and leave existing accounts unticked, Akahu may disconnect the previously connected accounts.

For example:

If you already had 3 ANZ accounts connected and want to add a 4th account, you should select all 4 accounts during the review process.

🟡 Important — Migrate older Akahu connections first

Before reconnecting or adding accounts, first check whether any existing bank connections show:

“Switch to connection for...”

If this option appears, complete the migration before reviewing or adding accounts.

Migrating will:

preserve your existing transaction history in Prosaic
continue syncing new transactions from the current point forward
avoid duplicate bank accounts being created

⚠️ Do not delete and reconnect older “classic” connections unless absolutely necessary.

If you remove and re-add these accounts manually instead of migrating, Prosaic may import the same accounts again as duplicates.

Option B — Add accounts from another bank

If you want to:

add accounts from a different bank, or
add accounts accessed through a different mobile banking login

then click Add Connections instead.

Examples:

You already have ANZ connected, but now want to add Westpac
You already have ANZ connected using one login, but also want to connect business accounts accessed through a separate ANZ login

Step 4 — Click Continue “Confirm Connections” (Important)

Once you’ve finished reviewing your accounts, click Confirm Connections.

This will return you to Prosaic and complete the setup process.

Important: Your bank accounts will not reconnect properly unless you press Continue and return to the Prosaic client dashboard

If you need to add more connections, you can choose to Review Prosaic Connections, then add more accounts from the Akahu dashboard. But you will need to return to Prosaic using Confirm Connections if you wish to complete setup

Need help?

If you run into any issues reconnecting your accounts, please contact your accountant or bookkeeper, or reach out to the Prosaic team.