How to set up a bank feed integration with Starling Bank
This article explains how to set up a bank feed integration for a Starling Bank account.
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.
Navigate to the ‘Account’ menu and select the ‘Starling Business Marketplace’.
Find FreeAgent and select the ‘Add’ button.
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.
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.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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