When you log in for the first time, Business Finance Assistant will ask you to add your Lloyds Business Current Account. This is important because this is what powers Business Finance Assistant and unlocks features such as Cash Flow Forecasting, creating your financial accounts and your digital VAT return if you are registered for VAT.
You can also add other accounts from Lloyds or other banks at any time from within the tool using the same process.
Click the link for step-by-step instructions: How to Connect a Bank of Scotland Business Account to Business Finance Assistant