Set up a bank feed integration with Revolut

This article explains how to set up a bank feed integration for a Revolut account. It also explains how to refresh the integration if a previous connection has expired or has stopped importing transactions.

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.

Setting up the integration

Navigate to the 'Banking' tab at the top of the screen and select 'Bank Accounts' from the drop-down menu.

Select the bank account you want to enable the feed for from the list and select ‘Enable bank feed’ in the top-right or in the ‘Bank feed’ panel.

Select ‘Revolut’ from the list of available banks.

You’ll need to give approval for FreeAgent to access:

• Your account name, number and sort code
• Your account balance
• Incoming and outgoing transactions
• Transaction explanations and bookkeeping data.

Select ‘Continue connection’ to proceed.

You’ll be directed to complete the following instructions to connect FreeAgent with Revolut via the Revolut app (you’ll need to log in to your Revolut account to complete these steps):

1. From your Revolut business account, select ‘Settings’ and choose ‘Integrations’.
2. Within the accounting category, click ‘Add’ and choose FreeAgent.
3. Select ‘Connect’ next to Bank Feed to log in to your FreeAgent account and choose the account(s) to connect.

Your transactions will begin to synchronise with FreeAgent within four to six hours.

If you encounter any issues when setting up the integration, please visit Revolut's help centre.

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.

Checking that your integration is enabled

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

Checking which bank account in FreeAgent Revolut has integrated with

After you’ve successfully set up the Revolut bank feed integration, we would recommend you have a look at this dedicated support article from the Revolut website. This article will outline how you can check which bank accounts in FreeAgent the integration has been set up to import transactions to. The bank feed integration settings will be accessible from your Revolut online banking account. If you're not able to find the settings detailed in the above article, please contact Revolut’s support team for further assistance.

If the wrong bank account in FreeAgent has been selected for example, you should be able to amend this from the detailed page in Revolut to ensure your transactions are sent to the correct bank account.

Transactions added to the wrong account

If any transactions have been added to the incorrect account in FreeAgent, you’ll need to delete them.

You would then need to speak to Revolut's support team to see if there is a way they can resend the transactions to the correct bank account. If Revolut are unable to resend your transactions to the correct account, you will need to either enter them manually or upload them from a bank statement.

Refreshing an integration

If you have set up a Revolut integration previously that has expired or has stopped importing bank transactions which are now missing from your FreeAgent account, you can refresh the connection. Please note that you’ll need to ensure that the previous integration has been removed first.

Navigate to the drop-down menu at the top-right of the screen and select ‘Connections & Add-ons’.

Select ‘Manage' in the 'Approved applications’ section.

Next, select ‘Revoke access’ from the ‘Revolut Bank Feed’ panel.

Then, navigate to the Hub section of the Revolut app and you should see a FreeAgent tile visible on this page. Select ‘Remove’ to delete FreeAgent from your Revolut account.

Once the connection has been disconnected, follow the steps above to set up a new integration via Revolut. When setting up a new integration, make sure to select your previously linked FreeAgent account and choose the correct date from the calendar to ensure that historical transactions are imported. Please also ensure that you select the existing Revolut bank account from your FreeAgent account on this page.

If you find that transactions are still not imported after completing this process, please contact Revolut directly by tapping ‘Help’ in the Revolut app.

Disconnect the bank feed integration

To remove the connection with Revolut, read about how to disconnect a bank feed.