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How to set up CSI integrations

This guide shows how to set up CSI integrations so you can automate payment processing between Accountability and CSI.

By incorporating CSI's platform, you can automate B2B payments and synchronize data between our system and CSI's platform for smooth payment processing and reconciliation.

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.