Bank feed lets you connect your business bank accounts to Atoa so you can see your transactions, from Atoa and beyond, all in one place.
How does it benefit my business?
It helps you save time, reduce manual data entry, and reconcile payments faster by keeping everything up to date automatically.
How do I set up my Bank feed on Atoa?
1. Activate the Bank feed
- Select Bank feed on your web dashboard from the left-hand menu.
- Click Contact sales — this will open an email to hello@paywithatoa.co.uk. The Atoa team will then get in touch to set up the feature for you.
Alternatively, you can email us directly at hello@paywithatoa.co.uk to request activation of the Bank feed feature.
2. Add your bank account
Once Bank feed is enabled:
- Click ‘Add bank account,’ choose to connect an account already linked to Atoa or a new one. You’ll be redirected to a secure authorisation page.
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3. Authorise your bank
Select your bank and choose one of the two methods below:
Option 1: Scan QR code
- Scan the QR code using your phone camera
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- Select the bank account you'd like to connect
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- Authorise Atoa to access your transaction data
- Once connected, your bank feed will display the most recent transactions
Option 2: Share link with account holder
- Copy the link and send it to the person who owns the bank account
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- They’ll authorise access through their bank app
FAQs
My account says it can’t access transaction history. What should I do?
This usually means the transaction history permission wasn’t enabled during setup.
To fix this:
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Reauthorise your account via your bank app
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Ensure you tick the box for transaction history access
How can I view the feed for a specific bank?
On the Bank feed page:
- Click on the dropdown titled ‘Filters’
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- Select the specific bank you’d like to filter by
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- You’ll see just that bank’s transactions in the feed.
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Who can access the bank feed?
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Business owners and Admins (an Add-on role) can view the bank feed
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To assign view/edit access to staff:
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Go to the Staff page
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Set permissions for each employee (view-only or manage access)
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How do I disconnect a bank account?
On the Atoa Dashboard (web):
- Click on ‘Bank Feed’ in the side menu
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On the Atoa Business app:
- Tap ‘Menu’ > ‘My Account’
Then:
- Tap ‘Manage Bank Accounts’
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- Click the three dots next to the bank you want to disconnect
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- Select ‘Disconnect’
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- Confirm by clicking ‘Yes, disconnect’
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What are credits on the Bank feed page?
Credits refer to the number of times you can refresh your Bank feed. Each time you refresh, one credit is used. The more credits you have, the more often you can update your feed to view the latest payments and transactions.
How often do my credits reset?
Your credits reset automatically every month. The number of credits you receive depends on your plan. If you’d like to know more or upgrade your plan, please contact our sales team on hello@paywithatoa.co.uk.
Can I refresh my Bank feed manually?
Yes, you can. Just click the Refresh button on the top-right corner of the Bank feed page to get the most up-to-date transaction details. Each manual refresh will use one credit.
Does the Bank feed update automatically?
Yes. Your Bank feed automatically refreshes every day at 12:00 a.m. (midnight) to show your most recent payments. This automatic refresh will also use one of your available credits.