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 
  • Click "I already have a FreeAgent account"
  • 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. 

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