Connecting a bank feed to AccBooks AI

Overview

AccBooks connects to over 2,500 UK and EU banks using Open Banking (PSD2). Once connected, transactions import automatically every 4–6 hours — no manual downloads required.

Connecting a bank account

1. Go to Bank feeds → Add bank.
2. Search for your bank by name.
3. Click your bank and AccBooks redirects you to your bank’s secure authorisation page.
4. Log in with your bank credentials — AccBooks never sees these.
5. Approve the connection request in your banking app or browser.
6. You’re redirected back to AccBooks. Transactions for the last 90 days import automatically.

Supported account types

• Current accounts
• Business savings accounts
• Credit cards
• Currency accounts
• Loan accounts

Each account maps to a separate nominal code in your chart of accounts. AccBooks creates these automatically, or you can map them to existing codes under Settings → Bank accounts → Mapping.

Open Banking consent renewal

Open Banking regulations require you to re-authorise connections every 90 days. AccBooks sends you an email reminder 7 days before your consent expires. To renew:

1. Go to Bank feeds.
2. Click Re-authorise next to the affected account.
3. Complete the bank’s authorisation flow again.

The re-authorisation takes under 2 minutes and your transaction history is not affected.

Banks without Open Banking support

If your bank doesn’t appear in the search results, you have two options:

Option A — CSV import: Download your bank statement as CSV from your bank’s website and upload it under Bank feeds → Import CSV. AccBooks auto-maps most bank statement formats.

Option B — Email import: Many banks support PDF statement exports. Forward your bank statement PDF to your AccBooks import email address (shown under Settings → Integrations → Email import). The AI extracts transactions from the PDF automatically.

Disconnecting a bank feed

Go to Bank feeds, click the three-dot menu next to the account and choose Disconnect. This removes AccBooks’ Open Banking authorisation. Historical transactions are retained in AccBooks.

Multiple bank accounts

There is no limit on the number of connected accounts. Many businesses connect:

• Their main trading current account
• A VAT holding account
• A payroll account
• One or more credit cards

The reconciliation dashboard shows all accounts in a single queue, filterable by account.

Troubleshooting

Feed shows “Error” status: The Open Banking connection has broken, usually because your bank updated their security infrastructure. Click Re-authorise to restore it.

Transactions missing: Bank feeds import transactions that were posted to your account (not just pending). Some banks hold transactions in a “pending” state for 1–3 business days before they appear in the feed.

Duplicate transactions: If you imported a CSV before connecting the live feed, AccBooks may show duplicates in the reconciliation queue. Use the Mark as duplicate action to resolve them — duplicates are excluded from reports.