Available in EU and UK
Open Banking allows you to automatically sync your Ebury transactions directly with your ERP or accounting software. Instead of manually exporting CSV files or re-keying data, Open Banking establishes a secure, real-time connection that keeps your financial records automatically updated. You will likely need to renew your consent for the connection every 3-6 months.
For instructions specific to the software you use or custom integrations, check our Software Integrations listing.
Key benefits
Automatic transaction imports: Your Ebury payments, collections, and trades flow directly into your accounting software without manual effort.
Streamlined reconciliation: Effortlessly match imported transactions against open invoices and bills to speed up month-end closes.
Simplified account tracking: Monitor balances and cash movements across all holding currencies from a single financial dashboard.
No technical setup: Connect in minutes using your existing login credentials—no custom coding or API key management required.
What you will need
An active Ebury account
Online login credentials and access to your multi-factor authentication device
Admin access to your accounting or ERP platform
Step-by-step setup guide
This is the general process for connecting your accounting software with Ebury. Check our Software Integrations listing for custom integrations or instructions specific to the software you use.
Add a new bank feed: Log into your accounting software, navigate to your banking or accounting dashboard, and select Add Bank Account or Connect Bank Feed.
Select Ebury: Type "Ebury" into the search bar, then select Ebury from the list of financial institutions.
Give consent: Review the data-sharing consent prompt and click Confirm or Authorize to proceed.
Authenticate your account: You will be redirected to the Ebury secure login portal. Enter your Ebury credentials and complete the multi-factor authentication check on your device.
Select your accounts: Choose the specific currency accounts and balances you want to connect to your accounting software.
Confirm connection: Click Connect Bank. Your accounts will link instantly, and historical and ongoing transactions will begin syncing automatically.