How to set up a bank feed integration with Capital on Tap
This article explains how to set up a bank feed integration for a Capital on Tap 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.
Scroll to the FreeAgent integration and select ‘Connect’.
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.
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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