Revolut Business Sync

Connect your Revolut Business account and have new transactions pulled, matched, and booked automatically.

Revolut Business Sync

With Revolut sync you connect your Revolut Business account to Lumabill once. After that, new transactions are pulled automatically -- without you ever having to upload a file again. It is the same processing pipeline as the CAMT import (deduplicated, matched to open invoices, booked as a journal entry, and reconciled), just fully automatic.

Requirement: This feature requires the Pro plan with double-entry bookkeeping enabled.

Requirements

For the sync to work, two conditions must be met:

  • Pro plan with double-entry bookkeeping -- Automatic booking as a journal entry requires double-entry mode. In simple bookkeeping, the sync is not available.
  • CHF account (pocket) -- Today the CHF account of your Revolut Business account is synced.

Connecting Your Account

Setup takes two steps -- once on Revolut's side, then in Lumabill.

Step 1: Authorize access in Revolut

  1. Log in to your Revolut Business account
  2. Set up an API certificate once and authorize access (OAuth)
  3. This is a one-time technical step on Revolut's side

Step 2: Connect in Lumabill

  1. Go to Bookkeeping > Banking > Banks
  2. Choose Connect Revolut and complete the OAuth connection
  3. Assign the Revolut account to a bank account from your chart of accounts (e.g., "1024 Revolut")

From this moment on, Lumabill pulls in new transactions automatically.

What Gets Synced?

New transactions are pulled roughly every 6 hours (poll-based, not via webhooks). For each transaction, Lumabill extracts:

  • Booking date and value date
  • Amount and currency (CHF)
  • Reference number (QR reference, where available)
  • Sender / recipient
  • Booking text

The transactions are then automatically deduplicated, matched to open invoices, and booked as a journal entry -- exactly like the CAMT import.

Fees

If Revolut deducts a fee on a transaction, it is automatically split into its own entry on account 6900 Bank charges (Bankspesen). The payment amount and the fee stay cleanly separated.

Reviewing Synced Transactions

After each sync cycle, you will see the new transactions in the banking overview. Each transaction has a status:

  • New -- Not yet reconciled
  • Matched -- Assigned to an invoice or expense
  • Ignored -- Manually marked as irrelevant

Tip: Duplicate transactions are detected and skipped automatically. No double bookings are created, even if sync cycles overlap.

Common Issues

Connection is active but nothing syncs

Check two things:

  • Is double-entry bookkeeping enabled? In simple bookkeeping, no booking takes place.
  • Do you have the Pro plan? The sync is part of Pro.

If both are in place and still no bookings appear, wait for the next sync cycle (roughly every 6 hours).

Transactions appear with a delay

The pull is poll-based and runs roughly every 6 hours. New transactions therefore do not appear in real time, but at the latest on the next cycle.

Foreign currencies are missing

Currently only the CHF account (pocket) is synced. Transactions in other currencies are not imported.

What's Next?

Once your transactions are synced, you can match them against open invoices and expenses. Continue reading at Bank Reconciliation. For all other Swiss banks, use the CAMT Import.

Bank Reconciliation