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Practical guides for the BankBuild platform — how to set things up, what the numbers mean, and how to fix the things that don't behave as expected.
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Getting Started
First steps on the platform.
Inviting your team, creating your firm profile, setting up your first project, and connecting the people who'll use BankBuild day-to-day.
- Inviting your team and assigning roles
- Setting up your first project
- What the dashboard actually shows you
RICS AI Compliance
Documentation, handled.
Generating the AI transparency register, capturing reliability assessments, and using the governance tools that map to the RICS standard.
- Generating the RICS AI Transparency Register
- Recording reliability assessments per tool
- What the governance score is telling you
Cost & BRS
Reading the numbers.
How the BankBuild Risk Score is calculated, how to interpret variance flags, and the drawdown workflow end to end.
- How the BankBuild Risk Score (BRS) is calculated
- Reading a drawdown variance report
- Reconciling against the original budget
Accounts & Integrations
Where BankBuild connects.
Connecting Xero, Google Drive, Microsoft 365, Companies House — plus account access, billing, and seats.
- Connecting Xero and reconciling invoices
- Companies House lookup and firm verification
- Managing seats, billing, and your subscription
The shortest answers to the most-asked questions.
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Placeholder answer. Replace with two to four sentences explaining the core value and the audience. Keep it tight — the FAQ is a triage tool, not a brochure.
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Placeholder answer. If pricing is tier-based, give the headline. If it's bespoke, say so and link to the discovery call.
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Placeholder answer. The honest one-liner, plus a link to /rics-ai-compliance for context.
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Placeholder answer. State residency, retention, and who can see it. Link to /privacy.
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Placeholder answer. Yes/no in the first clause, then the nuance in the second sentence.
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Placeholder answer. Two or three steps, with rough timing.
If the guides above don't answer your question, email Laura directly. Real reply, usually within a working day.