It is an entirely digital process so getting your bank feed set up is easy – with no paper forms:
- On your ‘Accounts’ screen, tap ‘Connections’
- Select FreeAgent
- Agree to sharing your data
- Select the date you’d like your transactions to show
- You’ll be directed to FreeAgent where you’ll need to login with your FreeAgent credentials
Once your transactions are cleared, we’ll share them with FreeAgent – some of these will appear instantly, but if they’re still pending it can take two or three days to show in FreeAgent.