Smarter bookkeeping with secure bank connections.
Connect your business bank account to Ovaro to securely import transactions, match invoice payments and organise expenses in one place.
- Bank-level encryption
- Read-only access
- FCA-authorised provider
- Disconnect anytime
How Banking works
Banking allows you to securely share selected banking data with trusted financial applications like Ovaro.
- 1
Your bank shares data
Your bank securely shares selected transaction data with Ovaro.
- 2
Ovaro imports it
Transactions appear in Ovaro automatically — no manual typing.
- 3
You stay in control
Permissions, renewal and disconnection are always your choice.
Ovaro uses Plaid, an FCA-authorised banking provider, to securely connect to supported banks. Ovaro never sees or stores your online banking password.
What you can do
Match payments to invoices
Ovaro identifies incoming bank payments and helps you match them to unpaid invoices.
Create expenses faster
Save outgoing transactions as expenses without manually typing payment details.
Keep records organised
View invoices, expenses and banking activity together in one workflow.
Stay in control
Disconnect your bank or revoke access at any time, from Ovaro or your bank.
Your banking data stays secure
Security is at the core of Banking. Bank connections are powered by Plaid, an FCA-authorised provider regulated in the UK.
- Connections are encrypted end-to-end
- Your bank credentials are never shared with Ovaro
- Ovaro has read-only access to your account
- Ovaro cannot move money or make payments
- Access only happens with your explicit permission and consent
Transparent about data
Ovaro may access
- Account names
- Balances
- Transaction history
- Transaction descriptions
- Merchant names
- Payment references
Ovaro never accesses
- Your banking password
- Security codes
- Card PINs
You stay in control
By connecting your bank account, you authorise Ovaro and its banking provider, Plaid, to securely access selected account and transaction information for bookkeeping and reconciliation purposes.
- Disconnect your account at any time from Ovaro settings.
- Reconnect or renew access when required.
- Revoke permissions directly through your bank.
Under UK banking regulations, some connections may require renewal approximately every 90 days to keep your data secure.
Ovaro is not a bank
Ovaro is not a bank, lender, or accounting firm. Ovaro provides bookkeeping and financial management tools for freelancers and small businesses. Banking connections are provided for transaction import and reconciliation only.
You remain responsible for reviewing imported transactions, confirming expense categorisation, verifying invoice matches, and meeting your tax and accounting obligations.
Ready to connect your bank?
Sign in to Ovaro and connect your business bank account in minutes. Secure, read-only, and disconnectable any time.