Switch between Cynergy brands:
Cynergy Bank

General Information & Set Up

What are Accounting Tools and why should I use them?

What accounting software do you provide access to?

Who are Codat?

Is my data safe?

I'm not comfortable with Codat having access to my account.

I don't want to give you my login credentials.

What specific data do you access from my accounting software?

If I am already connected to one accounting software, can I connect to a different one?

If my company has several business accounts with Cynergy Bank, can I link all of my Cynergy Business Current Accounts to a single accounting software?

If I have several companies and each of them has a business account with Cynergy, can I link all the Cynergy Business Current Accounts in my companies to a single accounting software profile?

Do I need to be a director or a partner to connect my accounts to an accounting software?

Will I be able to connect closed Cynergy Business Current Accounts to an accounting software?

How many months' worth of transactions can I select for my bank feed?

If I have already connected my Cynergy Business Current Account to accounting software, is it possible to choose an earlier start date for my transactions in the feed?

Is there anything for me to do prior to integrating my Cynergy Bank Current Accounts with an accounting software?

Is there anything for me to do if someone leaves my business and had access to my Cynergy Bank business account via Online Banking?

Data Sync & Functionality

How often are my transactions synced?

Why is the balance of my Cynergy Business Current Account on the accounting software different to my balance currently showing on Cynergy Online Banking or Mobile Banking?

When does my syncing start?

What should I do if the bank feed is unavailable?

How do i set up my Sage Bank Feed connection?

Why does a bank transfer show up as OTHER in my FreeAgent account?

Managing Your Connection

I selected the wrong bank account during setup. How can I change it?

I accidentally clicked on 'Connect' for an accounting software, different to the one I actually wanted to connect to. What do I do?

How can I completely disconnect and remove the integration?

Troubleshooting

The connection failed during the Xero and FreeAgent authentication step. I'm sure I am using the right password. What should I do?

The connection seems to be 'stuck,' and the page isn't loading after I entered my details.

Troubleshooting has not worked. What do I do?

My Cynergy Bank account shows connected but transactions are not displayed on my Sage platform.