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Client Portal - Create API Key: https://zwapgrid.storylane.io/share/wq5awnpmvb7t

  • Create an API in order to access our APIs to create consent and access your customer data

Client Portal - Manage Consent: https://zwapgrid.storylane.io/share/kpktamxam2tc

  • See the status of consent, and what Accounting System your customer has connected to

Client Portal - Configure Onboarding: https://zwapgrid.storylane.io/share/7qmicla1t0ml

  • Configure the look and feel of the onboarding, and what systems you want to support

Onboarding Flow - Accept Consent: https://zwapgrid.storylane.io/share/hhs3jbjdclyx

  • Invite your customer to connect to their Accounting System and share data