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How to connect Rho to Rillet

Rillet is an AI-native accounting platform. Connecting Rillet to Rho creates a bank feed that automatically sends your Rho transactions to Rillet. This helps you reconcile without manually exporting or uploading CSV files.

Note: This is a one-way bank feed, not a two-way accounting integration. Rho sends transaction data to Rillet but does not read or update categories, vendors, or general ledger coding in Rillet.

What syncs over

The Rillet bank feed supports:

  • Checking accounts

  • Savings accounts

  • Card accounts

  • Treasury accounts

Rho automatically syncs transactions once per day. You can also trigger an on-demand sync at any time. Each sync includes the previous 30 days of transaction activity. If a transaction changes after it first syncs, Rillet will receive the updated information as long as the transaction is within that 30-day window.

To connect Rho to Rillet, you need:

  • Admin access to your Rillet organization

  • Access to Integrations in Rho

  • A Rillet API key with write access

Generate an API key in Rillet

  1. Log in to Rillet.

  2. In the bottom-left corner, select your company name.

  3. Select Organization settings.

  4. Under Organization, select API Access.

  5. Select + Create API key.

  6. Enter a name for the API key.

  7. Leave Read-only unchecked. Rho needs write access to create the bank feed.

  8. Select + Create API Key.

  9. Copy the API key and store it securely, such as in a password manager.

Note: Rillet displays the full API key only once, immediately after it is created. If you lose the key, you will need to create a new one.

Connect Rillet to Rho

  1. Log in to Rho.

  2. Select Integrations from the navigation bar.

  3. Under Accounting integrations, find Rillet and select Connect.

  4. Enter your API key in the Rillet API key field.

  5. Select Verify API key.

  6. Under Accounting mappings, choose:

    • The Rho account type

    • The specific Rho account

    • The Rillet GL account that should receive the transactions

  7. To connect another Rho account, select Add account mapping and repeat the mapping process.

  8. Under Rillet feed settings, choose:

    • The Subsidiary associated with the feed

    • The Feed start date

  9. Select Create bank feeds.

Once the connection is complete, Rillet will appear under Connected on the Integrations page.

Sync your transactions

Rho automatically sends transactions to Rillet once per day.

To sync the latest activity immediately:

  1. Go to Integrations > Accounting integrations.

  2. Find Rillet under Connected.

  3. Select Push.

The Rillet integration card displays the date and time of the last successful push so you can confirm when the feed was last updated.

Manage or disconnect Rillet

Go to Administration > Integrations and find Rillet under Connected. From the Rillet integration card, you can:

  • Select Manage to review or update your account mappings, subsidiary, or feed start date.

  • Select Push to trigger an on-demand sync.

  • Select Disconnect to remove the connection between Rho and Rillet.

Good to know

  • Rho sends data to Rillet but does not read or update information in your Rillet books.

  • Each Rho account can be mapped to its corresponding Rillet GL account.

  • You can connect multiple Rho accounts during the same setup.

  • Rho verifies your Rillet API key before you create the bank feeds.

  • Daily and on-demand syncs both include the previous 30 days of transaction activity.

Need help?

If you have questions about connecting Rho to Rillet, contact Rho Client Service at clientservice@rho.co or call 855-743-8746.

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How to set up Rho's QuickBooks Integration

The following instructions describe how to set up a direct integration between your Rho Account and your existing QuickBooks Online account. If you're interested in connecting Rho transactions via the QuickBooks Bank Feed, see instructions here . Note: this integration is only compatible with QuickBooks Online. For QuickBooks Desktop, you can download a CSV of transactions from your Rho account via these steps and upload them to QB Desktop). Once you are signed into the Rho platform, click Integrations in the navigation bar. Click the QuickBooks icon. Follow the login instructions to connect to your QuickBooks account. When finished, click Accounting in the navigation bar. Select the transactions you want to sync. Click the Sync button. When you connect QuickBooks to Rho, a new account is added to your CHART OF ACCOUNTS tab named RHO [Checking Acct#] , where [Checking Acct#] is the 10-digit account number associated with the linked Rho account. This is your primary account and is required for automatic account reconciliation. You can rename this account, but integration between your Rho account and QuickBooks will not work if the account is deleted. What information can I view in the Accounting Tab? Once you have connected QuickBooks to Rho, use the Accounting Tab in the Rho platform to manage mapping rules, view transactions, and make necessary changes. The Accounting Tab includes two subsections Dashboard and Mapping Rules. Learn more about what you can view in the Dashboard here and about what you see in the Mapping Rules here. Important Integration Notes Syncing with your QuickBooks account is a manual process. Each time you want to reconcile your Rho Account in QuickBooks, you must click the Sync button. However, you can set up automatic recurring syncs by going to the settings tab within your accounting workflow and setting a recurring sync.

General Rho Information

How Do I Contact Support?

When you contact Rho support, you reach a real human — 24/7, on every account, at no cost. No phone trees, no paywalled support tiers. Phone: 1 (855) 743-8746 — that's 1-855-7-GETRHO Email: clientservice@rho.co Live chat: log in to Rho (web or mobile app), click Help in the lower left, and select 24/7 live support Every channel is staffed around the clock, every day of the year.

Cards

How to Add Your Rho Card to your Digital Wallet

Your virtual & physical Rho cards can now be added to your Apple or Google Wallet for a quick, contactless, and secure way to pay. Note: Currently, we don't support adding Rho cards to WeChat. Set up is simple - follow the steps below to get started: Apple Wallet You can add an active physical or virtual Rho Card directly to Apple Wallet from the Rho mobile app: no manual card entry required. Because you’re already authenticated in the Rho app, no additional Rho verification is needed. Open the Rho app and log in. Select the active physical or virtual card you want to add. Tap Add to Apple Wallet . Follow the onscreen instructions. Apple may ask you to confirm your identity using Face ID, Touch ID, or your device passcode. Once complete, your Rho Card will appear in Apple Wallet and be ready to use. Note: Adding your card directly from the Rho app helps prevent entry errors and provides a more secure setup experience. For more information, see Apple’s support document . How to use your Rho Card in Apple Pay at a contactless point-of-sale terminal Select your Rho Card via the Apple Wallet app. Double-click the right-hand button on the side of your iPhone when near a contactless point-of-sale terminal. Verify your identity using Face ID or your Passcode. You will now be prompted to hold your phone near the contactless reader. Hold near the reader until the purchase has been completed. Google Wallet Your virtual & physical Rho cards can now be added to your Google Wallet on your Android device for a quick, contactless, and secure way to pay. Set up is simple - follow the steps below to get started: Open your Google Pay (GPay) app on your Android device and click the image of a card in the right-hand corner. This will open a screen that shows you all the cards you have linked to your wallet. Select “Add a Card” at the bottom of the screen. Select the Payment Method “Credit or debit card.” Take a picture of your Rho physical card or the virtual card in your Rho dashboard. Your phone will recognize your card details and then you must enter your 3-digit CVV security code. Alternatively, you may enter your card details manually. Make sure your address, ZIP code, and phone number match your settings in your Rho account. The address should be your organization’s billing address. Press Save. Review Rho’s Terms & Conditions and click “Accept & continue.” For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message” or “Email.” After you receive your six-digit verification code by text or email, enter it and click Submit. Your Rho Card is now active in your Wallet and ready to use at contactless point-of-sale terminals that support Google Pay. For more information visit the Google Pay Help Center

Mobile App

How to Upload a Receipt in the Mobile App

You can add receipts to all Rho Card transactions within the app ( in addition to desktop, email, and SMS uploads ). To add a receipt, open the Rho app and tap on the transaction requiring a receipt. In the Attachments section, click "Upload Receipt" and choose one of the following options: Select an image from your camera roll Take a photo of your receipt using your camera Select and upload a file Note: Be sure to include any applicable tip amount on your receipt. In the transaction details window, you can also add departments, labels, and notes to your transaction.