How can I set up an Open Banking integration?
- Log into your accounting software and go to the 'Bank Feeds' or 'Add Bank Account' section. Search for 'Revolut' or specifically 'Revolut Business'
- You will be redirected to the Revolut Business login page to select exactly which accounts (GBP, EUR, USD, etc.) you want to sync.
- Once redirected back to your software, you must 'Map' or 'Link' each Revolut currency account to its matching account in your Chart of Accounts. Ensure the currencies match to avoid exchange rate errors
- Select your 'Start date'. Most providers allow you to pull data from the last 90 days.
To keep your data secure, European regulations require you to re-authorise this connection every 180 days. For UK-based accounts, there is no re-authentication process, but you must ‘reconfirm’ the integration every 90 days. Your software will usually send you a notification before expiration.