I want to create a direct feed from the bank to Horizon Finance - how can I achieve this?

Horizon Finance supports direct bank feeds using our secure integration partner, TrueLayer. This feature allows you to import bank transactions directly into the platform, keeping your data current and reducing manual input.

Whether you are setting up a new feed or refreshing an existing one, follow the steps below.

🧭 Step-by-Step: Connecting or Refreshing a Bank Feed

1. Navigate to the Correct Entity

Go to the Entity (not the Fund or Organisation level) that holds the bank account you wish to connect.

2. Go to Bank Accounts

From the entity’s dashboard, click:
Accounting > Bank Accounts

This will display a list of all bank accounts that have been set up in Horizon Finance for that entity.

3. Select the Bank Account

• Locate the correct IBAN or bank account number.

• Click the hamburger menu (☰) next to that account.

• Choose one of the following:

  • Connect to Bank Account — to create a new bank feed or to re-establish an expired or soon-to-expire feed.

4. Select Bank Country and Institution

• Choose the country where the bank account is held.

  

• Select the bank from the list.

  

  ⚠️ Note: Some banks separate their business and personal banking portals — make sure you pick the right version.

5. Grant Access

Click Allow to permit Horizon Finance (via TrueLayer) to access transaction and balance data.

6. Login to Your Bank

You’ll be redirected to your bank’s secure login page:

• Enter your bank credentials.

  

• You may need to be an account administrator or have special data-sharing permissions.

7. Select the Correct Account

If multiple accounts are found, choose the correct one based on the IBAN shown.

8. Set Import Period

Choose a From Date and To Date to define the transaction range for import.

🧠 Tip: Transactions that already exist in Horizon Finance and have not been deleted will not be imported again.

🔄 Syncing the Bank Statement

Once your connection is established:

• Go back to Accounting > Bank Accounts.

• Click the hamburger menu beside the connected account.

• Choose Sync Bank Statement to pull in new transactions.

📅 Bank Feed Expiry: Mandatory Refresh Timeframes

Bank feeds are time-limited due to Open Banking regulations. After a set period, you must re-authorise the connection. A warning icon will appear when this is due.

Here are typical expiry periods by country:

🔁 You can refresh the connection at any time by selecting Connect to Bank Account from the hamburger menu.

🔐 Notes on Security

• All connections are handled through TrueLayer, a secure and regulated open banking platform.

• Your credentials are never stored by Horizon Finance.

Need Help?

If you encounter any issues during the connection process, please raise a support ticket using the Help icon (bottom right of your screen), and our team will assist you.