Bank Transactions Sync

Keeping your bank transactions up to date is critical for accurate bookkeeping, cash flow monitoring, and reporting. Manually downloading statements or importing CSV files is slow and error-prone, especially if you manage multiple bank accounts or payment providers.

With Enlivy Bank Transactions Sync, you can:

• Connect your bank or financial provider once
• Import past transactions instantly
• Keep your data updated automatically
• Manage everything in one place, without switching apps

This feature is built on secure PSD2-compliant technology, ensuring your data stays safe while saving you hours of admin work.

👉 Need a quick guide on connecting your bank?
See How to Connect Your Bank Account for a step-by-step walkthrough.

How Bank Sync Works

Enlivy connects to your bank via Nordigen (GoCardless), a secure, PSD2-regulated banking API aggregator. Here’s what happens:

1. You authorize access to your bank through a secure window provided by Nordigen.
2. Enlivy receives read-only access to your chosen accounts – it cannot initiate payments or transfers.
3. Enlivy imports your past transactions from the selected date and keeps them updated daily.
4. Transactions appear in the Bank Transactions module, where you can review, categorize, and reconcile them.

You stay fully in control of which accounts are linked and can disconnect anytime.

Supported Banks & Providers

Enlivy supports hundreds of banks and financial services across Europe and beyond, including:

• Traditional banks (Raiffeisen, ING, Erste, etc.)
• Digital banks (Revolut, Monzo, N26)
• Payment processors (PayPal, Stripe, Skrill)
• Multi-currency services (Wise)

If your bank is in the Nordigen/GoCardless network, it will appear in the list of available providers when you connect.

Not sure if your bank is supported? During the connection process, you’ll see a searchable list of all available institutions.

Security & Compliance

Your financial data is handled with bank-grade security at every step:

• PSD2-compliant – fully regulated under the European Banking Authority.
• Encrypted connections between your bank, Nordigen, and Enlivy.
• Read-only permissions – Enlivy cannot make any payments or withdrawals.
• User-controlled access – you can revoke authorization anytime.

This means you stay in control of your data while benefiting from automated transaction syncing.

Key Benefits of Bank Transactions Sync

• Save time & reduce manual work
  No more exporting CSVs or copy-pasting data from different apps.
• Always accurate
  Transactions appear exactly as they do in your bank, minimizing errors.
• Get real-time cash flow visibility
  See your true balance and spending history at a glance.
• Simplify reconciliation & accounting
  Match bank transactions with invoices and payments effortlessly.
• Connect multiple accounts
  Manage all your bank accounts and payment providers in one platform.

Frequently Asked Questions

Can I connect multiple bank accounts?
Yes, you can link multiple accounts, even from different banks or providers.

How often are transactions updated?
They refresh every 24 hours automatically.

Can I import past transactions?
Yes, during setup you’ll choose a date range for the initial sync.

What if I want to disconnect my account?
You can remove access anytime from the Bank Accounts Settings.

Here’s a more detailed guide on how to sync your bank account in Enlivy: How to Connect Your Bank Account.