Banking connections

Where to find it

Settings → Connections → Banking

✅ Common tasks

Connect a bank account

1. Click New Bank Connection in Settings → Connections → Banking

2. Select your country and choose your bank from the list

3. Fill in any extra details or account IBANs the bank asks for

4. Sign in and complete authorisation with your bank

5. Choose which returned accounts should sync in Cashfeed

Some banks let you pick accounts during authorisation; others need IBANs entered upfront.

Choose which accounts sync

1. Open the bank connection you want to manage

2. Review each account's IBAN, owner name and currency

3. Select the accounts you want to sync transactions from

4. Save your selection to trigger an initial sync

5. Reopen the connection anytime to add or remove accounts

Only synced accounts appear as debtor options for paying invoices.

Renew an expired connection

1. Open the connection showing a re-authentication notice

2. Click Reauthorise Bank Connection

3. Confirm any requested details and continue to your bank

4. Complete your bank's login and security checks

5. Check your synced accounts are still correct afterward

Banks require re-authentication every 180 days under EU PSD2 rules.

🔗 See also

• Managing multiple synced bank accounts

• Transactions page

• Connection health and renewal

• Paying invoices

• Your organisation's SEPA bank accounts