Skip to main content Message: Set up a bank feed
Suggested messaging to help your clients set up their bank feed.
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Automate! Link your bank account to FreeAgent
Tired of uploading bank statements?
Why link your bank account to FreeAgent
Short form
Instead of uploading bank statements manually, just connect FreeAgent to your online bank account and it will automatically import your transactions for you.
Long form
Keeping your cashflow up-to-date helps you understand your business health, so it’s important to keep your finances in line with your bank accounts.
However, downloading and uploading bank statements manually is time consuming and prone to error.
By following these easy steps to link your bank feed to your FreeAgent account, you’ll be able to monitor your cashflow in real-time, directly from the FreeAgent mobile app. It also makes explaining transactions a breeze!
- Go to your FreeAgent account https://login.freeagent.com/login
- Log in with your username & password
- Go to the Banking tab
- Choose the account you want to enable a bank feed for
- Then follow these instructions
Need help? Watch this video ,Browse these FAQs or contact FreeAgent’s friendly Support team.
Useful links
- Set up a bank feed
- Video: Set up a bank feed
- Bank feeds - Frequently Asked Questions
- FreeAgent Support Team
Video
How to video: Set up a bank feed
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