How to connect your Wise account with FreeAgent
Connecting your Wise account with FreeAgent is done via Open Banking, which means Wise shares data about your account activities with FreeAgent. FreeAgent pulls transactions from your Wise account, allowing you to view all connected Wise currencies directly in FreeAgent for easy tracking of transactions.
To connect your Wise account with your FreeAgent account:
Log in to your FreeAgent account
Go to the Banking tab
Depending if you're a new or existing user: - New user: Click on Connect your bank - Existing user: You'll be directed to the Bank Accounts Summary page. Click on Enable Bank Feed, located in the top right corner.
Under Select your bank, search for Wise
On the web, go to Wise and log in
Choose the currencies you want to connect to FreeAgent — the currency of your account needs to match the currency of the FreeAgent bank account you're enabling the bank feed for
Select Connect
The authorisation to share your data will expire after 90 days. You’ll need to authorise sharing your data again at this point. This is due to regulations set by the Financial Conduct Authority (FCA) regarding 90-day reauthentication rules. For more information, you can visit the Open Banking website.
How to disconnect your Wise account from FreeAgent
To disconnect your Wise account from FreeAgent, go to your Wise account on the web:
Go to Integrations and tools under Settings
Go to Apps and software
Click Disconnect for FreeAgent