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How to integrate your bank account

Add your bank account to start importing transactions

Tas Liasis avatar
Written by Tas Liasis
Updated over 2 weeks ago

Connecting your bank account is one of the first things that you should do when setting up your Starling Accounting & Tax account.

To do this, please first navigate to Settings and select Manage Connections to view the bank connection page.

When you click Connect bank accounts, you can use the search bar to find your current bank provider.

*We currently support the following connections for sole traders:

  • AMEX

  • Barclays (We don't currently support Barclaycard as part of this integration)

  • Barclays Business

  • Bank of Scotland

  • Capital One

  • Danske Bank

  • First Direct

  • Halifax

  • HSBC

  • HSBC Business

  • Lloyds

  • Lloyds Business

  • MBNA

  • Mettle

  • Monzo

  • Marks & Spencer

  • Nationwide

  • Natwest

  • Revolut

  • RBS

  • Santander

  • Starling

  • Tide

  • TSB

  • Ulster Bank

  • Transferwise (Wise)

  • Tide

  • Chelsea Building Society

  • Yorkshire Building Society

  • Virgin Money - It's worth noting for Virgin Money users that recently created accounts have a 10 digit customer ID as opposed to the old 7 digit customer ID. The 10 digit ID is currently not supported.

You will then be taken to the permissions request. To connect with your bank, we need your authority to access some of the financial data that exists on your bank's side.

Note: This will only ever grant read-only access to your banking transactional data.

Once you click allow you will be redirected to your banking provider to fill in some additional information on their end. Follow the steps requested by your bank and you will be re-directed back to Starling Accounting & Tax with a live connection.

If your bank is not appearing in the list, it's likely that we do not support that bank at the present time. Please refer to the list of supported bank above.

If you are experiencing any issues connecting your bank account please reach out to our dedicated support team and we will be more than happy to assist you.

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