It is an entirely digital process so getting your bank feed set up is easy – with no paper forms:
- Open your Mettle app (make sure you're on the latest version)
- Tap ‘Connections’ on your Account screen
- Select FreeAgent or Xero
- Agree to sharing your data
- Select the date you’d like your transactions to show
- You’ll be directed to FreeAgent or Xero where you’ll need to log in
Once your transactions are cleared, we’ll share them. Some of these will appear instantly, but if they’re still pending it can take two or three days to show.
You’ll be able to remove the connection at any time.