How to manage saved beneficiaries in the Business Account?

Managing SEPA wire transfer beneficiaries is done directly in Springly, without going through our partner Swan's interface.

• View the list of beneficiaries
• Add a beneficiary
• View and edit a beneficiary

View the list of beneficiaries

Go to Business Account > Wire Transfers, then click the Beneficiaries tab.

You'll find all your saved beneficiaries, sorted alphabetically. You can:

• Filter by status: Active or Canceled
• Search for a beneficiary by name

Beneficiaries already saved with Swan are imported automatically. Beneficiaries with no associated contact display the label Contact: Not provided.

Add a beneficiary

1. Click Add a beneficiary
2. Link an existing Springly contact
3. Enter the beneficiary's name
4. Enter the IBAN (the format is verified automatically)
5. Click Save
6. Confirm the addition from your smartphone using the code received by SMS

The beneficiary will now appear in the beneficiaries list.

Beneficiary account holder verification

When adding a beneficiary, Springly checks that the name entered matches the actual holder of the IBAN:

• Orange alert: close match — the wire transfer is not blocked, but verification is recommended
• Red alert: no match — verification is strongly recommended before proceeding
• Blue alert: the beneficiary name differs from the associated Springly contact

View and edit a beneficiary

Click on a beneficiary to view their details:

• Type (SEPA)
• Name
• Date added
• Linked contact
• IBAN

Only the Contact field can be edited after a beneficiary is created. A beneficiary's name and IBAN cannot be modified. To correct a name, add a new beneficiary with the same IBAN and the desired name.