Skip to main content
Back to Business Finance Assistant


How to connect a Bank of Scotland Commercial account for Commercial Banking Online users

  • Updated

Connecting a Bank of Scotland Commercial account for Commercial Banking Online users

Enable Open Banking data sharing

You must enable Open Banking data sharing within Commercial Banking Online before you can connect your chosen account to Business Finance Assistant. You’ll need to be an administrator in Commercial Banking Online to do this.

Please have your card and reader ready. You’ll need them to complete this process.

 

  1. To add your business accounts to Open Banking, you must first create a new role or amend an existing role with Open Banking options selected. To do this, follow the steps on the CBO support page:
    https://cbosupport.bankofscotland.co.uk/how-to-use-cbo/open-banking/article/how-to-give-a-user-open-banking-access 

  2. Once the role has been created, it must be approved. Further instructions can be found below and on the Support Centre: https://cbosupport.bankofscotland.co.uk/how-to-use-cbo/open-banking/article/open-banking-explained 

1.png

Fig (v) – Role maintenance in Commercial Banking Online

2.png

Fig (vi) Approve the Client ID that the role is associated with.

3.png

Fig (vii) Confirm the role by entering the code generated by your card reader

  1. You can now connect your Bank of Scotland commercial account(s) to Business Finance Assistant

Connect your Bank of Scotland Commercial account to Business Finance Assistant

You must connect a Bank of Scotland (Business or Commercial) account before you can connect accounts from other providers.

Please have your card and reader ready. You’ll need them to complete this process.

  1. Log in to Business Finance Assistant

 

  1. Click ‘Connect Bank Account’ in the ‘Recent Transactions’ widget, or click ‘Bank Transactions’ in the left-hand menu, then select ‘Connect Bank Account’

 

mceclip0.png

 Fig (viii) Connecting a Bank of Scotland business account(s) for the first time

 

mceclip1.png

Fig (ix – 1) Connecting additional accounts or creating a statement account

mceclip0.png

Fig (ix - 2) Connecting accounts from other providers

 

For the full list of providers supported by our software please refer to https://token.io/coverage and filter 'United Kingdom' from the list of countries.

Please do let us know if a provider you require is not currently supported.

  1. Enter your Bank of Scotland Commercial Banking Online username and select ‘Continue’

mceclip2.png

Fig (x) Commercial Banking Online Username

  1. Enter your Bank of Scotland Commercial Banking Online password and select ‘Continue’
  2. Select the account(s) you wish to connect and select ‘Continue’

mceclip0.png

Fig (xi) Commercial Banking Online account(s) selected for sharing

  1. Follow the on-screen instructions using your card and reader. Then enter the 8 digit code displayed on your card reader, before clicking ‘Continue’
  2. Business Finance Assistant will now import your transaction data for the previous 12 months. You can extend or define the transaction period later if you want. Click ‘Next’
  3. The selected account(s) will be added to Business Finance Assistant. This may take a few moments if you are importing multiple accounts or a large number of transactions. Please wait until the sync has completed. Do not click ‘Back’ in the browser or refresh the page
  4. Once complete, the ‘Bank Transactions’ page will load and your connected accounts and transactions will be listed

Related articles