It is an entirely digital process so getting your bank feed set up is easy – with no paper forms:
- Sign in to your FreeAgent account
- On the Banking tab, either create a new bank account or select the account you want to connect to Mettle
- Click 'Enable Bank Feed' on the top right
- Search for and select Mettle
- Click 'Continue connection'
- On the next screen, click 'Connect to Mettle'
- Scan the QR code with the phone that has your Mettle app
- When the Mettle app opens, select 'I have an existing FreeAgent account' and follow the instructions
Once you're connected, your FreeAgent account will show 'Import pending' until the first transaction is shared from Mettle.