Linking Bank Account Data

Last updated: July 28, 2026

Enlivy allows you to securely connect your bank accounts using PSD2-compliant Open Banking technology.

Once connected, your transactions can be synchronized automatically, helping you eliminate manual imports and keep your financial data up to date.

This guide explains how to connect an existing bank account to your financial institution and start syncing transactions.

Open the Bank Accounts page

From the Enlivy dashboard, navigate to Settings → Accounting → Bank Accounts.

This page displays all bank accounts configured for your organization.

The Bank Accounts page in Enlivy showing a Primary Account with the Raiffeisen integration marked as Not connected — Bank Accounts dashboard.

Start linking a bank account

Click + Add Bank Account in the upper-right corner. From the dropdown menu, select Link Bank Account Data.

The Add Bank Account dropdown open with the options Add Bank Account, Provision Bank Accounts from Stripe, Link Bank Account Data, and Show Bank Account Data Status — Add Bank Account dropdown menu.

Disable your ad blocker

Before continuing, make sure any AdBlock or similar browser extension is disabled.

Because the bank authorization process opens a secure external window, ad blockers may prevent it from loading correctly.

If an ad blocker is detected, Enlivy will display a warning asking you to disable it. After disabling your ad blocker, reload the page and continue.

The Disable AdBlock to Continue warning in Enlivy with a button reading I have disabled AdBlocker, reload application — AdBlock warning message.

Choose your bank

Enlivy will display a list of supported financial institutions. Use the search box or browse the list to find your bank.

Examples include:

Revolut
Wise
PayPal
Stripe
ING
Banca Transilvania
BRD
Raiffeisen Bank
Airwallex
Skrill

Each institution also displays the maximum amount of transaction history that can be imported.

Select your bank to continue. In this guide, we’ll use Revolut as the example.

The Bank Account Data institution picker showing supported banks as cards with their available transaction history, with Revolut selected — Bank selection screen.

Authorize the connection

You’ll be redirected to your bank’s secure authorization page.

Review the requested permissions, then click Agree and Continue.

This allows Enlivy to securely access your transaction history using Open Banking. Enlivy never stores your banking credentials.

The GoCardless consent screen listing the data Enlivy will receive — account transactions, balances and account details — above an Agree and Continue button — Bank authorization screen.

The exact login process depends on your bank and may include additional security steps such as two-factor authentication.

In this example, we’re signing in to Revolut.

The Revolut sign-in page offering login by phone number, email, Google or Apple, or by scanning a QR code — Bank login page.

After successfully signing in, your bank will display all available accounts.

Choose the accounts you want Enlivy to access, then click Authorize. Only the selected accounts will be available for synchronization.

The account access request listing the bank's currency accounts with checkboxes, three of them selected, above an Authorize button — Bank account selection screen.

Configure the synchronization

After authorization, you’ll be redirected back to Enlivy.

For every connected bank account, you’ll need to configure how it should be synchronized.

Link Bank Account: Choose the Enlivy bank account that should receive transactions from the connected bank account. This creates a one-to-one connection between your real bank account and the bank account you've created inside Enlivy. For example, if you've already created a Primary Account (RON) in Enlivy, you should link your Revolut RON account to it. Accounts you don't want to synchronize can remain Unlinked.
Sync From: Choose the date and time from which Enlivy should begin importing transactions — only future transactions, the last 30 days, or several months of history. The available history depends on your bank.

In our example, we linked only the RON account because that’s the only account we wanted to synchronize.

After reviewing the settings, click Save Changes.

The Bank Account Data pairing screen with one currency account linked to Primary Account and a Sync From date set, while the others stay Unlinked — Bank account pairing and synchronization settings.

Bank account pairing and synchronization settings.

Bank account connected

After saving the configuration, you’ll return to the Bank Accounts dashboard.

The linked account will now display an Integration badge showing the connected provider.

In our example, the account displays Revolut Paired, confirming that the synchronization has been configured successfully.

From this point onward, Enlivy will automatically synchronize transactions from the linked account.

The Bank Accounts dashboard showing the Primary Account with a Revolut Paired integration badge — Bank Accounts dashboard showing the connected integration.

Bank Accounts dashboard showing the connected integration.

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