Overview
Open Banking allows customers to securely share their financial data with third-party providers like Resly. This data will be collected and used to simplify the reconciliation process by automatically syncing your bank transactions with your financial records. This eliminates the need for manual data entry
Before You Start
Please Note: You need to have Full Access to the account you are about to connect.
Must be an individual, non-individual or joint account holder
Must be 18 years of age or over
Must have a valid mobile phone number registered with us (this is needed to support authentication using a one-time password)
Must have active online or mobile banking
Must have at least one open account
Must be an open account
Must have digital access to the accounts through BOQ Internet Banking, the BOQ app, or the myBOQ app
Please see here for more information
Common issues
Account ineligible - if you are running a trust account, you may need to fill out Open Banking – Data Sharing Form for Business Entities form and forward it to your nearest branch or your business banker to process. If you have any questions on the form, please call 1300 714 986 (business account) or 1300 55 72 72 (personal).
How It Works
Connecting your bank feed via Open Banking involves authorizing Resly to access your bank data securely. This process requires you to authenticate with your bank and grant permission for data sharing. The connection will need to be renewed annually as per consumer law.
Step-by-Step Guide
Go to Settings > Integrations > Live Bank Feed (Open Banking) and click Login Bank V1
A new page will open to show a preview of the data we will collect.
Note: Your browser may restrict the pop-up. Allow pop-ups at the top of your browser and click Login again.
Click Allow
Select your bank.
Enter your CAN (Customer Access Number) or mobile number, click Continue.
Note: if your CAN is less than 10 digits, insert 0 to make up ten digits.
Enter One Time Password from SMS, click Continue
You will be taken to the account selection screen. If you have multiple accounts under one login, select the account with your property's trust account, click Continue
You will be redirect you back to Resly.
You will see the selected account in Resly, if you have multiple options, click Select for the first option.
Select your trust account again.
Scroll to the bottom, click Activate Connection
Note: When switching over to Open Banking, you might encounter some duplicate transactions. If this happens, please lodge a ticket with our support team or give them a call—they’ll be happy to assist you!
For any further assistance, please contact our friendly support team.