How to set up a bank feed integration with Revolut
This article explains how to set up a bank feed integration for a Revolut 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.
Setting up the integration
You can integrate FreeAgent with your Revolut account by following these steps:
- Log in to your Revolut account via the Revolut website. Please note that you will not be able to complete this integration via the Revolut mobile app.
- Select the ‘Hub’ from the main menu.
- Choose the FreeAgent integration.
- Follow the steps to authorise Revolut to access your FreeAgent account.
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 Revolut account with.
Your Revolut account will import transactions to FreeAgent every four to six hours.
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.
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 & Add-ons’ 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.