Save hours on bookkeeping with seamless integrations

Effortlessly connect your OakNorth business account to Xero, Sage, or Netsuite for automatic daily syncs. Designed to cut out manual work, reduce reconciliation errors, and keep your books accurate, as your business scales.
Connect your tools

Automatic syncing

Push OakNorth transactions to your accounting platform, no CSVs or manual uploads, just instant accuracy.

Reduce errors

Say goodbye to double entries and time-consuming reconciliations. Keep your financial data clean, consistent, and ready for reporting.

Built for scaling businesses

Manage multiple accounts, entities, and user permissions seamlessly – ideal for growing finance teams.

How do OakNorth integrations work?

Once connected, your OakNorth account automatically syncs with your accounting platform every day, ensuring your records are always current, accurate, and aligned. That means less admin, fewer errors, and more time for strategic decisions that drive growth.

Explore videos
27 hours 23 minutes to open – I’ve opened many bank accounts with many providers and this is a clear record – it’s like the 100 meters vs. a marathon!
Jeremy Gledhill, CFO at Honey
It took about as much time to set up the OakNorth account, as it does to order something off Prime…I’m usually difficult to impress – but I genuinely was surprised at how easy it was.
Richard Pearce, Co-Founder, Verto
I have been so impressed by the speed and transparency with which OakNorth operates. If the major clearing banks want to learn about how to genuinely do things differently, they should be looking at OakNorth.
Surinder Arora, Co-Founder and Chairman of Arora Group
The experience with OakNorth was genuinely delightful – fast, flexible, and focused. They may not be the cheapest lender in the market, but the quality of the experience makes the extra cost well worth it.
Paul Crookes and Dave Walker, Founders of CWC
We found OakNorth to be dynamic and entrepreneurial, but with an appreciation for rich insight and considerate decision-making.
Sophie Lawler, CEO of Total Fitness
OakNorth are utterly unique in their approach and have been a dream to work with – they are the only lender I’d recommend for entrepreneurs in high growth.
Matthew Mills, CEO of Deliciously Ella
OakNorth has been instrumental in supporting our growing ecosystem of climate tech innovators by offering best-in-class business banking services. Their focus on sustainability and tailored solutions is helping our companies thrive and scale.
George Garnett, Senior Venture Associate, Sustainable Ventures
We were up and running in days - which was impressive in itself - but what really stood out was how effortlessly OakNorth handled our multiple businesses and how seamless the payments experience was. Our Business Banking Partner felt like an extension of our team: proactive, commercially savvy, and genuinely invested in our growth.
Hayden Daniel Glynn, CFO at Charles Alexander Finance Limited
As a VC-backed, tech-led company committed to driving sustainable change, we wanted a banking partner that shared our forward-thinking mindset. OakNorth stood out for its modern platform, quick onboarding, and a genuinely digital-first approach to business banking. It’s rare to find a bank that understands the needs of high-growth, impact-driven businesses — but OakNorth gets it.
Orla Sheilds, CEO, Kamma

Make accounting easier

Sync your accounting tools Book a demo

FAQs

Depending on the Sage product you use, the steps to connect your OakNorth account may vary. You’ll need to connect each current and savings account individually.

To link your OakNorth account with Sage:

  1. Log in to your OakNorth account on the web
  2. Head to ‘Accounting integrations’, find Sage and click ‘Set up’
  3. Select the Sage product that you use
  4. Follow the instructions in the widget – you’ll be given a unique connection ID
  5. Use this connection ID in your Sage product to complete the setup

When syncing starts:

  • Set up before 4pm: transactions will sync at 4pm the same day
  • Set up after 4pm: transactions will sync at 4pm the next day

This integration is made possible by our trusted third-party provider, Codat, which helps securely connect your OakNorth account with Sage. Codat was founded in 2017 and is registered in England and Wales (no. 10480375). Learn more about Codat.

To link your OakNorth account with Xero:

  1. Log in to OakNorth on web
  2. Go to ‘Accounting Integrations’, find Xero and click ‘Set up’
  3. Follow the steps in the widget and log in to Xero
  4. Click ‘Allow access’ on the Xero authorisation page
  5. Choose the organisation linked to your OakNorth account
  6. Select which OakNorth accounts to sync and match them to accounts in Xero

When syncing starts:

  • Set up before 4pm: transactions will sync at 4pm the same day
  • Set up after 4pm: transactions will sync at 4pm the next day

This integration is made possible by our trusted third-party provider, Codat, which helps securely connect your OakNorth account with Xero. Codat was founded in 2017 and is registered in England and Wales (no. 10480375). Learn more about Codat.

To link your OakNorth account with NetSuite:

  1. Log in to OakNorth on web
  2. Go to ‘Accounting integrations’, find ‘NetSuite’, and click ‘Set up’
  3. Follow the steps in the setup widget, and log in to NetSuite when prompted
  4. Confirm which OakNorth accounts you want to sync
  5. Match them to the right accounts in NetSuite (or, if needed, create new ones during setup)

When syncing starts:

  • If you set up before 4pm: transactions will sync by 4pm the same day
  • If you set up after 4pm: syncing starts by 4pm the next day

This integration is made possible by our trusted third-party provider, Codat, which helps securely connect your OakNorth account with NetSuite. Codat was founded in 2017 and is registered in England and Wales (no. 10480375). Learn more about Codat.

Disclaimer

† No account fees as of 4th July 2024 but subject to change. ‡ Variable rate correct as of 7th August 2025. ****Rate correct as of 9th October 2025. The interest rate for this account is variable and will track the Bank of England Base rate plus or minus a fixed spread (this is the rate that we add or subtract from the Bank of England Base rate). When applying, you will have full clarity on the interest rate (which will include the Bank of England Base rate and the spread). So, if the Bank of England Base rate goes up, your rate will go up; and if the rate comes down, your rate will follow. The interest rate on your account will be updated on the same day to reflect the change made to the Bank of England Base rate. Interest is paid on your whole balance once it exceeds £100,000. Balances of £99,999 and under do not earn interest. Read the Terms and Conditions here.

You understand and acknowledge that the business current account and the mobile app are being provided on an “as is” basis without warranty of any kind. Whilst we will constantly endeavor to improve our product(s), we cannot guarantee that they are free from lags, bugs or a slower than intended response time. Your and our liability in relation to the product is covered in full within the Terms and Conditions. Any communication by an OakNorth business partner is merely a statement of facts and not a recommendation or advice of any kind including with respect to any financial projections, estimates or forecasts related to any product being offered. You are requested to rely on your own analysis before investing/purchasing.  

This Visa card is issued by Transact Payments Limited. Transact Payments Limited is authorised and regulated by the Gibraltar Financial Services Commission. Visa is a trademark owned by Visa International Service Association and used under license. 

OakNorth Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Financial Services Register number: 629564. The Financial Services Register can be accessed at www.fca.org.uk/register. Registered Office: 57 Broadwick Street, London W1F 9QS, Registered in England No. 08595042. 

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