Set up a bank feed integration with Revolut

This article explains how to set up a bank feed integration for a Revolut account.

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:

1. 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.
2. Select the ‘Hub’ from the main menu.
3. Choose the FreeAgent integration.
4. Follow the steps to authorise Revolut to access your FreeAgent account.
5. 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 connect your Revolut account to the bank account you've added to FreeAgent.
6. Finally, double check which bank account in FreeAgent Revolut has integrated 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.

If you encounter any issues when setting up the integration, please visit Revolut’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 & 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.

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.