Knowledge Base Getting Started Frequently Asked Questions

Setting up challenger bank feed integrations

This article shows you how to set up third-party bank feed integrations such as Mettle, Monzo or Starling.

FreeAgent has had an open API for many years which allows third-party providers to build integrations. Recently, challenger banks have started to create their own bank feed integrations with FreeAgent.

At the moment, the third party challenger bank feed integrations available are:

Please note that we are unable to provide detailed support on third-party bank feed integrations, as they are developed and supported outside of FreeAgent.  

Before setting up a challenger bank feed integration, you’ll need to create a new bank account in FreeAgent. Once you’ve set up your bank account, you can also choose to set up ‘Guess’. Guess is a FreeAgent feature that attempts to automatically explain your transactions, based on existing information in your FreeAgent account. Find out more about setting up Guess here.

If you can still see the ‘Enable bank feed’ button in Banking

Even after you’ve successfully set up a challenger bank feed integration, you’ll notice that you can still see an 'Enable bank feed' button in your Banking area. Don’t worry, this has nothing to do with your integration setup, so please ignore it. 

You can check that you’ve enabled your integration successfully by navigating to 'Connections' and selecting 'Managed Approved Applications'.

Mettle

Integrate FreeAgent with your Mettle business bank account, through the Mettle app:

  1. Navigate to the ‘Connections’ tab, located in the main Account screen
  2. Select ‘FreeAgent’
  3. Consent to sharing your data
  4. Select the date you’d like your transactions to start from
  5. You’ll then be directed to the FreeAgent log in screen

That’s it! FreeAgent will begin to import your Mettle transactions soon. Some transactions will appear instantly, but some can take two or three days to appear.

If you need help setting up the connection, please contact Mettle’s support team.

 

Monzo

Integrate FreeAgent with your Monzo Business Account through your Monzo app:

  1. Select the 'Account' tab
  2. Scroll down to 'Connect accounting tool'
  3. Choose FreeAgent from the list
  4. Confirm that you'd like to link these accounts. Then, you'll be prompted to log in to your FreeAgent account.
  5. Confirm the integration

That's it! Your Monzo Business Account transactions will begin to sync within 24 hours. At the moment, Monzo transactions will sync up once a day. 

If you encounter any further issues setting up the integration, please have a look at Monzo’s website or contact them directly.

 

Revolut

In the Revolut app select the Connect tab in the menu, where you'll find the option to integrate with FreeAgent. From there, follow the steps and you’ll be able to authorise Revolut to access your FreeAgent account.

If you encounter any further issues setting up the integration, please have a look at Revolut’s support page or contact them directly.

 

Starling Bank

Integrate FreeAgent with your Starling Business bank account through the Starling app:

  1. Navigate to the Starling Business Marketplace from the ‘Account’ menu
  2. Click ‘Accounting’
  3. Find FreeAgent and click the ‘Add’ button
  4. Follow the instructions to authorise access and set up the account on FreeAgent

When setting up the integration you'll be prompted to choose a 'Sync from' date - the date you would like the transactions to be pulled into your FreeAgent account from. This can be backdated to a maximum of one year from the enablement date, though this is dependent on which date you choose for your FreeAgent start date. If you need to backdate your transactions for more than one year, you may need to Upload bank transactions.

Once you have completed the integration process, you’ll need to re-consent with Starling Bank every 90 days to make sure the challenger bank feed remains active. 

Starling will send you a push notification a week before each 90-day period is set to expire. The link in the notification will take you straight to the  ‘Connected Services’ screen in the Starling app. Alternatively, you can go directly to the ‘Marketplace’ section within the Starling app and then select the ‘Connected Services’ tab.

From the ‘Connected Services’, select ‘Confirm’ to re-authorise data sharing with FreeAgent.

If you’re having further issues connecting, please contact Starling support or check out this article.

Tide

Setting up a Tide bank feed for the first time?
Enabling a Tide bank feed is quick and easy, check out our step-by-step guide to setting up an Open Banking bank feed.

How to switch from Tide’s old integration to our new Tide Open Banking feed
Tide retired their old bank feed integration on 14th March 2020. The good news is that you can now connect your Tide account to FreeAgent via our Tide Open Banking bank feed.

If you have the old Tide integration set up, you should first set up your new Tide Open Banking bank feed, and then disable your old Tide integration afterwards.

Set up a Tide Open Banking bank feed
Enabling a Tide bank feed is quick and easy, check out our step-by-step guide to setting up an Open Banking bank feed.

Disable your old Tide integration

  1. Navigate to the drop-down menu under your company name and choose ‘Connections’.
  2. In the ‘Approved Applications’ section, select ‘Manage Approved Applications’
  3.  Finally, select ‘Revoke access’ to confirm the removal of the old Tide integration.

If you’ve followed all these steps, then your new Tide Open Banking feed will now pick up where the previous integration left off, ensuring that you don’t have any gaps in your banking transactions.

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