Please note: To start with linking your Bank Accounts under Capium you must have already set up the Direct Debit for monthly payments to subscribe for the service.


Step 1 - Ensure the Bank account has been setup in Bookkeeping

Navigation: Bookkeeping > Client Dashboard > Bank > Dashboard > '+ Bank Account'

Quick link to above navigation




Step 2 - Purchase Bank Feed license(s) 

Head to My Admin > My Subscription > Bank Feeds (shown below)



Step 3 - Click the 'Buy' button in the Purchase Feeds box - the below pop-up will appear. 

Select the number of feeds you wish to purchase by clicking the + button (costs are automatically calculated - £1.50 ex VAT per feed)


Step 4 - Set up the Direct Debit for selected number of feeds.



Step 5 - Link Bank account to Capium


Head back to Bookkeeping > Client Dashboard > Bank > Bank Feeds


Click 'Link Bank Account' button and go through the 4 pages to complete the process



Please refer below video to know how to buy licenses for bank feeds in My Admin.

Click here to watch how to set up bank feeds - Accountant perspective 

Click here to watch how to set up bank feeds - Client perspective