Banking Services
      Back to home
      1. Help Center
      2. Integrations
      3. Banking Services

      Troubleshooting BankStatements Integration Issues

      If your client is encountering errors or you’re not seeing expected bank data in FileInvite, follow these steps to diagnose and resolve the issue.

      ⚠️ 1. "Oh no, you are somewhere you shouldn't be" Error

      If your client sees this error when trying to complete a BankStatements request, it usually means the BankStatements integration link is missing from your setup.

      What to Do:

      • Check if your BankStatements integration is properly configured.

      • Follow the steps in this article to verify and set up the integration:
        🔗 Integrate with BankStatements

      👤 2. Check Who Created the Invite

      Each FileInvite user has their own integration preferences, including BankStatements.

      Why This Matters:

      If you are not the owner of the invite, your personal BankStatements integration settings won’t apply to that invite.

      Action Steps:

      • Confirm who created the invite.

      • If it wasn’t you, ask the invite owner to verify their BankStatements integration is correctly set up under their FileInvite account.

      • Each team member must configure and authenticate their own BankStatements connection.

      🧠 This is especially important in multi-user teams to ensure consistent access to bank data across invites.

      📁 3. Missing Files or Bank Access Issues

      If files or bank data are missing from the request, or if the BankStatements portal isn’t functioning correctly, here’s what to know:

      Important:

      FileInvite acts only as a gateway—we link to the BankStatements portal for convenience and display the data they return.
      We do not control the BankStatements platform or how it functions.

      If your client is having trouble accessing their bank accounts or if data is missing:

      Recommended Action:

      They’ll be best equipped to troubleshoot issues related to their portal, connectivity with banks, or specific content provided.

      🆘 Still Need Help?

      If your integration is configured correctly and you’ve confirmed the invite ownership but still face issues, feel free to reach out to FileInvite Support. We’re here to assist with integration checks and general troubleshooting.