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How to integrate your Metro Bank account with Crunch

This article will show you how to link your Crunch account to your Metro Bank bank account to securely transfer your statement entries directly from the bank to your account, ready for reconciliation. 

The statements will be uploaded into your account on Tuesday and Friday each week. You will also receive an email notifying you that a statement can now be reconciled.

Please note that linking your Crunch account to your Metro Bank bank account in the way described below will never give Crunch or any third party the ability to transact on that bank account. It will only enable access to transactional data/information which is required in order to upload your statements.

Step One

If you set up your Metro Bank account through Crunch then you will have already agreed to Crunch providing this service for you and is ready to go (please go to 'Step Two').

If you already hold an account with Metro Bank and did not set it up through Crunch, you will need to download the ‘AUTHORITY TO SEND INFORMATION TO PROFESSIONAL ADVISOR’ template letter, which is attached at the bottom of this article, fill in your details and either email a scanned copy to or post it to us at:

Crunch Accounting Ltd
First Floor
Telecom House
125-135 Preston Road

If you do not yet have a business account with Metro Bank but would like one, as a Crunch client you are able to open a Metro Bank account get your first year of business banking free. For more information on how to open an account, please read through our other article: Metro Bank Business Account Application.

Step Two

The second step is to activate the service in your Crunch account.

To do so navigate to the banking dashboard and find your Metro Bank account in the list of accounts. Click on the 'Expand' button:

As long as you’ve set the bank account up with the correct sort code and account number, the system will detect that there is a Metro Bank feed available. Click on the green 'Bank Feed available' button:

Clicking on this will bring up a screen that confirms details about the Metro Bank integration. Here you will need to read and accept the Service Description before you can activate the service.

You’ll need to make sure the account is reconciled up to date before beginning this process as the bank feed won’t backdate entries.

Once all of the above steps have been completed, the automatic statement uploads will occur every Tuesday and Friday.  

If you need a hand with reconciling your account, please check out this help centre article.


Last Updated: 02 Jan 2020 09:08AM GMT

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