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Connect your bank feeds, make admin a breeze

Using online banking for your business? It’s fast and easy to set up a connection and automatically import transactions into Sage Accounting. Save time, stay secure, and say goodbye to admin.

Take control of your business with Sage bank feeds

Save time

By connecting your bank, you create an automated bank feed. This enables data to instantly pull through from your bank account(s) to Sage Accounting. This data is automatically matched to your invoices, payments, and purchases. Save time, improve data accuracy, and import historical data.

Connect to your bank

Whether you're banking with Barclays, HSBC, Lloyds, NatWest or another bank, you can connect your bank to Sage Accounting to automatically capture, categorise, and reconcile transactions.

Have confidence in your figures

Always know when you’ve been paid, track spending, and get full visibility of your cash flow with simple dashboards.

Keep data secure

By sharing data using a bank feed, you can be confident that it’s shared with Sage through a secure connection. We’ll help you grant access with your bank, then you’re ready to go.

Get software that learns with you

Sage Accounting intelligently learns from your category selections and automatically populates and routes transactions in Sage Accounting.

Manage global accounts

Set up new bank accounts for the countries you trade in to boss business in every currency. See how exchange rates affect your cash flow. And make or receive payments in multiple countries - all with Sage Accounting Plus.

Plans to support you and your business

3 months free

You can upgrade or cancel at any time. No long-term contracts, commitments or hidden fees.

Accounting

Start

FREE for 3 months
£12
£0.00 +VAT/mo*
You save £36.00
  • Create and send sales invoices
  • Track what you're owed
  • Automatic bank reconciliation
  • Calculate and submit VAT
  • Be Making Tax Digital Ready for VAT
  • Supports one user
Most popular
Accounting

Standard

FREE for 3 months
£26
£0.00 +VAT/mo
You save £78.00
  • Create and send sales invoices
  • Track what you're owed
  • Automatic bank reconciliation
  • Calculate and submit VAT
  • Be Making Tax Digital Ready for VAT
  • Supports unlimited users
  • Manage and submit CIS
  • Run advanced reports
  • Send quotes and estimates
  • Forecast cash flow
  • Manage purchase invoices
  • Snap receipts with AutoEntry, 2 months free(2)
    Accounting

    Plus

    FREE for 3 months
    £33
    £0.00 +VAT/mo
    You save £99.00
    • Create and send sales invoices
    • Track what you're owed
    • Automatic bank reconciliation
    • Calculate and submit VAT
    • Be Making Tax Digital Ready for VAT
    • Supports unlimited users
    • Manage and submit CIS
    • Run advanced reports
    • Send quotes and estimates
    • Forecast cash flow
    • Manage purchase invoices
    • Snap receipts with AutoEntry, 2 months free(2)
    • Multi-currency banking and invoicing
    • Manage inventory

    *Get 3 months free, then £12/£26/£33 + VAT/mo (tier depending). Terms and conditions apply.
    (1) Starting at 5 employees from £0.00 (offer price) per month + VAT with the option to add employee tiers for up to 100 employees. RRP from £7 + VAT per month (after offer).
    (2) Snap and upload data from unlimited receipts, invoices and supplier statements with AutoEntry, free for your first 2 months. Subject to fair usage policy. Standard and Plus tiers only.

                              Sage bank feeds FAQs

    If you’re banking online then you can easily and securely make a connection between your bank and Sage Accounting – this is called a bank feed. Transactions will automatically import into Sage Accounting, doing all of your regular manual admin for you.

    When you’ve connected to your bank feed, you can begin bank reconciliation.

    More on bank reconciliation

    Start set up: Sign into Sage Accounting and select the option to connect your bank account to a data feed.

    1. Choose your bank: Select your bank from the list and enter account details
    2. Give authorisation: Let your bank know you're happy to send Sage data.
    3. Activate the feed: Once activated, your bank transactions will flow into your accounts.
    4. Set up rules: Use custom rules to categorise transactions.
    5. Start reconciliation: New transactions will be automatically categorised and allocated.

    By using bank feeds you can:

    • Save time with an automated process that pulls data from your bank to Sage
    • Take control of your cash flow with better visibility of your data
    • Have confidence that your data is secure by sharing it via a secure connection
    • Use up to date reports to stay on top of your cash
    • Use bank reconciliation to further automate admin

    Yes. Your bank feed is shared with Sage through a secure connection. All you have to do to get started is grant access with your bank and confirm every three months that you’re still happy to share data with us.

    Sage Accounting connects directly to hundreds of banks. And we can help you to get set up.

    See the full list of banks

    Direct bank feeds:

    • Where we have an agreement with your bank or financial institution to connect in a specified way
    • Usually requires you to complete an authorisation form
    • The authorisation process can take up to from 3 to 10 working days from receiving the form before the connection is set up
    • Once set up there is no need to re-authorise your connection
    • Transactions are usually sent to Sage daily

    Open bank feeds:

    • Usually requires you log in to your online bank account as part of the connection process
    • You'll need to know you online bank account details, including the username and password
    • Re-authorise your account every 90 days
    • Your bank feed is usually set up and connected within 30 minutes

    Bank reconciliation is the process of comparing your business financial records with transactions on business bank statements to make sure they match. It helps you:

    • Save time with an automated process
    • Control cash with a secure view of all of your transactions in one place
    • Improve accuracy and spot fraudulent activity

    Discover more about bank reconciliation

    Banks that connect to Sage Accounting software

    Sage Accounting connects to hundreds of banks including Barclays, HSBC, Lloyds, NatWest and RBS.

    Lloyds Bank logo Barclays Bank logo Cashplus logo Halifax logo Bank of Scotland logo HSBC UK logo Natwest logo Royal Bank of Scotland logo Nationwide logo Tide logo Santander logo

    "I can easily access my accounts and I know what’s going on. I can check whether a customer has actually paid me because it’s connected to my bank account."

    Janice B. Gordon
    Founder, Scale Your Sales

    Save time with bank feeds

    Save up to 8 hours reconciling bank transactions

    Reduce manual data entry by up to 80%

    80% of Sage customers find reconciliation easy

    Ready to boss small business banking?

    Read our handy guide to discover how bank feeds can make life easier, get advice on choosing a bank, and learn how Sage Accounting can help you and your small business.
    Sage Advise

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    Find the Sage Accounting package that's right for you and start seeing the benefits today.

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