There are many ways to get data into our platform, including bank feeds. The ‘Open Banking’ system, which is regulated by the Financial Conduct Authority, gives a secure way of connecting a wide range of banks to your account.

The platform will have read-only access, allowing you to oversee all transactions in one place. The software will not have permission to initiate a payment.

You can choose which bank(s) to connect to and which accounts to connect from each bank, e.g., current account, savings, credit card etc.

Our platform will guide you through the steps. You’ll need to authorise the connection using your online banking credentials. For security reasons, we will ask you to reauthorise the connection periodically. You can terminate the bank connection at any time via your bank’s online system.

New transactions will appear automatically. You can also import past transactions, usually from the last 12 months. You can choose the start date of the import. Most users prefer the start of the tax year, i.e. 6 April.

If you have transactions that aren’t relevant for your tax return, you can delete them or categorise them as ‘Private’.