Connecting your bank account

Enlivy provides seamless integration with a wide range of banking providers and payment institutions using secure PSD2-compliant technology.

Through our connection with Nordigen (now part of GoCardless), you can securely connect your bank accounts and sync transactions from platforms like Revolut, PayPal, Wise, Raiffeisen, ING, Stripe, and more, all directly into your Enlivy account.

Automating bank data synchronization helps eliminate manual imports, ensures accuracy in your accounting, and saves valuable time.

This guide will walk you through how to connect a bank account and start importing your transaction history into Enlivy.

Navigate to Bank Accounts Settings

From the left-sidemenu, go to:

Settings → Accounting → Bank Accounts

This section allows you to manage and connect your bank accounts for transaction synchronization.

Accessing the Bank Account from Settings

Add a New Bank Connection

In the Bank Accounts page:

From the dropdown, select Link Bank Account Data.

Click the + Add Bank Account button located in the top-right corner.

Select Link Bank Account Data from the dropdown

Disable AdBlock

Before proceeding, make sure AdBlock or any other content blocker is disabled. Otherwise, the secure connection window may not open correctly.

If AdBlock is detected, you will see a prompt:

“Please disable your ad blocker to continue.”

Once you’ve disabled it, click:

I have disabled Adblocker, reload application

Message to disable AdBlock + information on how to disable the extension

Select Your Bank or Provider

You will now see a list of supported banks and payment providers. Select the one you’d like to connect, such as Revolut, PayPal, Wise, Raiffeisen, Skrill, Stripe, or others, then click Save Changes to proceed.

Icons of supported banks or financial services that you are able to connect in Enlivy

Authenticate Your Account

You will be redirected to the provider’s secure login page. Here’s what the process looks like:

Click Agree and Continue on the authorization screen.
Sign in to your bank or provider account using your credentials.
Confirm the authorization and grant Enlivy permission to access your transaction history.
Select the specific bank account(s) you want to sync.

Connect to the accout through Nordigen

Select the bank account you want to sync – in our case – RON account from Revolut

Complete the Sync Setup

Once your account is authenticated and connected:

Choose the date range for which you want to import transactions.
Link the imported bank account to an existing bank account record in Enlivy.
Click Save Changes to finish.

Transactions will begin importing based on the selected settings, and your bank feed will remain synced going forward.

Select the date from which you want to sync your transactions, then they will appear in Enlivy.

Bank Transactions are Updated

After completing the sync, from the left menu, go to Bank Transactions, your newly synced transactions will show up.

Newly synced bank transactions appear in Enlivy.