Knowledge Base Getting Started Frequently Asked Questions

Cater Allen Open Banking bank feeds

This article provides guidance on setting up a Cater Allen Open Banking bank feed. 

Cater Allen Open Banking bank feeds are now live in FreeAgent. However, these bank feeds will only work if Cater Allen has migrated your Internet Banking to the latest version.

Cater Allen will let their customers know when their online banking has been updated, so keep an eye out for this communication or contact the bank directly if you have any queries.

When you are able to, you can set up your Open Banking bank feed in the usual way. If you aren’t able to make the switch yet, you can upload bank statements in the interim.

Did you find this article useful?