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How to set up bank feeds for Monzo, Revolut, Starling Bank, Capital on Tap and Tide

This article explains how to set up third-party bank feed integrations for four challenger banks: Monzo, Revolut, Starling Bank and Capital on Tap. It also explains how Tide customers can switch to an Open Banking feed following the retirement of Tide’s original bank feed integration.

If you have a Mettle account, please follow our separate guidance on how to enable a Mettle bank feed.

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 you start

Before setting up a third-party bank feed integration, make sure that you have created a bank account in FreeAgent.

Once you’ve set up your bank account, you can choose to enable Guess, a FreeAgent feature that attempts to explain your transactions automatically, based on existing information in your FreeAgent account.

Monzo

You can integrate FreeAgent with your Monzo Business Account by following these steps:

  1. Open the Monzo app and select the ‘Home’ tab.
  2. Select ‘Connect accounting tool’.
  3. Select FreeAgent from the list of tools.
  4. Confirm that you'd like to link these accounts. You’ll then be prompted to log in to your FreeAgent account.
  5. Confirm the integration.

Your Monzo Business Account transactions will begin to synchronise with FreeAgent within 24 hours. Monzo transactions will be imported into FreeAgent once a day.

Please note that transactions will only be imported from the date that the integration is activated onwards. If you need to include any historical transactions, you will need to upload these transactions manually.

If you encounter any issues when setting up the integration, please visit Monzo’s website.

Revolut

You can integrate FreeAgent with your Revolut account by following these steps:

  1. Log in to your Revolut account via the Revolut website. Please note that you will not be able to complete this integration via the Revolut mobile app.
  2. Select ‘Business Marketplace’ from the main menu.
  3. Choose the FreeAgent integration.
  4. Follow the steps to authorise Revolut to access your FreeAgent account.

Your Revolut account will import transactions to FreeAgent every four to six hours.

When you set up the integration, Revolut will detect the date of the last transaction in the FreeAgent account and import only the subsequent transactions. If the FreeAgent account is empty, Revolut will import all transactions starting from your FreeAgent Start Date.

If you encounter any issues when setting up the integration, please visit Revolut’s support page or contact them directly.

Starling Bank

You can integrate FreeAgent with your Starling business bank account by following these steps:

  1. Log in to your Starling Bank account.
  2. Navigate to the ‘Account’ menu and select the ‘Starling Business Marketplace’. 
  3. Select ‘Accounting’.
  4. Find FreeAgent and select the ‘Add’ button.
  5. 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. This is the date from which you would like the transactions to be pulled into your FreeAgent account. This can be backdated to a maximum of one year from the enablement date, but cannot be earlier than your FreeAgent start date. If you need to backdate transactions that are older than one year, you will need to upload these bank transactions manually.

Your Starling Business Account transactions will begin to sync with FreeAgent within 24 hours. Once you have completed the integration process, you’ll need to re-consent with Starling Bank every 90 days to make sure the bank feed remains active. 

If you encounter any issues when setting up the integration, please visit Starling’s Bank’s help centre or contact them directly.

Capital on Tap

You can integrate FreeAgent with your Capital on Tap account by following these steps:

  1. Log in to your Capital on Tap account.
  2. Navigate to the ‘Accounting’ page.
  3. Scroll to the FreeAgent integration and select ‘Connect’.
  4. Sign in to your FreeAgent account and select ‘Approve’.

Once connected, Capital on Tap will import your transactions every 24 hours.

Please note that transactions will only be imported from the date that the integration is activated onwards. If you need to include any historical transactions, you will need to upload these transactions manually.

If you encounter any issues when setting up the integration, please visit Capital on Tap’s support page or contact them directly.

Tide

Please note that Tide retired their old bank feed integration on 14th March 2020. 

If you’re setting up a Tide bank feed for the first time, you can now do this by following our guide to setting up an Open Banking bank feed

If your FreeAgent account is connected to your Tide business bank account using the old integration, you will need to change to an Open Banking bank feed.

To do this, first set up a new Open Banking bank feed in FreeAgent using our step-by-step guide. Then disable your old Tide integration by navigating to ‘Connections’ in your FreeAgent account and selecting ‘Manage Approved Applications’. Select ‘Revoke access’ to confirm the removal of the old Tide integration.

Your new Tide Open Banking feed will pick up where the previous integration left off to ensure there are no gaps in your banking transactions.

After you’ve set up a third-party bank feed integration

The ‘Enable bank feed’ button

After you’ve successfully set up a third-party bank feed integration, you may notice that you can still see an ‘Enable bank feed’ button in the ‘Banking’ area of your FreeAgent account. Please note that this refers only to Open Banking bank feeds and will not affect your third-party bank feed integration, so it can be ignored.

Checking that your integration is enabled

You can check that you’ve enabled your integration successfully by navigating to ‘Connections’ in your FreeAgent account and selecting ‘Manage Approved Applications’. Here you’ll see all your approved applications, including any third-party bank feed integrations.

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