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 for Capital on Tap, 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.
Setting up the integration
You can integrate FreeAgent with your Capital on Tap account by following these steps:
- Log in to your Capital on Tap account via the Capital on Tap website. Please note that you will not be able to complete this integration via the Capital on Tap mobile app.
- Navigate to the ‘Accounting’ page.
- Scroll to the FreeAgent integration and select ‘Connect’.
- Sign in to your FreeAgent account and select ‘Approve’.
When completing the setup process for the integration, you may be prompted to select a bank account from FreeAgent that the integration will add transactions to. Please ensure you select the bank account you've added to FreeAgent to connect your Capital on Tap account with.
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.
After you’ve set up the 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.