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Outbound Payments lets you pay your vendor bills directly from Softbooq using your existing Wise Business or Revolut Business account. It is a BYOK (bring your own key) integration: Softbooq never holds funds, only orchestrates batch payments through your own provider account using API credentials you provide.

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What you can do

  • Run Payment Runs: select multiple unpaid vendor bills, group by currency, push as a single bulk transfer
  • Pay individual vendor bills inline from Finance → Vendor Bills
  • Reconcile outbound payments against the Bank Feeds integration so the same transaction never gets matched twice
Wise and Revolut Business are the two providers currently supported. Both are BYOK: you generate the API keys in your provider account and paste them into Softbooq. Softbooq never sees your provider login.

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Connect Wise

1

Generate an API token in Wise

Sign in to Wise Business → Account Settings → API Tokens → New Token. Set the permissions to Full Access (required for sending money). Copy the token, it is shown only once.
2

Open Settings → Integrations → Payments → Wise → Connect in Softbooq

3

Paste the token

The token is stored encrypted in the Vault. It is never displayed in the UI again.
4

Pick the default profile

If your Wise account has multiple business profiles, choose the default one for payment runs. You can override per run.
5

Pick the default funding account

Pick the multi-currency balance to draw from. Softbooq uses this as the source for all outbound transfers unless you override at run time.

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Connect Revolut

1

Create an API client in Revolut Business

Sign in to Revolut Business → Settings → APIs → Create New Client. Select OAuth 2.0 client credentials. Copy the Client ID, Client Secret, and download the certificate.
2

Open Settings → Integrations → Payments → Revolut → Connect

3

Paste credentials

Paste the Client ID, Client Secret, and the certificate’s contents. Click Test Connection.
4

Approve the connection in Revolut Business

Revolut requires a one-time approval from an account admin. Sign in to Revolut Business and approve the new app under Settings → APIs → Approvals.

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Run a Payment Run

1

Open Procurement → Payment Runs → New Run

2

Select the bills to pay

Filter by due date, supplier, or currency. Tick the bills to include. The total per currency is shown at the top.
3

Pick the funding source

Choose Wise or Revolut, the profile (Wise) or business account (Revolut), and the currency balance to draw from. If you have several balances, the run can split across them.
4

Review and confirm

The summary screen shows each bill, the supplier’s bank details (read from the supplier record), the FX rate where applicable, and the total. Approve.
5

Execute

Softbooq creates a batch transfer in Wise or Revolut. The provider may require a final approval step in their app for high-value batches. Once approved, the transfer is queued and the bills are marked as Paid in Softbooq.

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Reconciliation

When the bank transactions for an executed payment run come back through Bank Feeds, the Auto-Reconciliation Engine matches them to the run with HIGH confidence (the reference is preserved end-to-end). No manual matching is needed unless the provider modifies the reference.

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Disconnect

1

Open Settings → Integrations → Payments → Wise/Revolut → Disconnect

2

Confirm

The API credentials are wiped from the Vault. Sync stops; in-flight payment runs are not affected.
3

Revoke at the provider (recommended)

Go to Wise → API Tokens or Revolut → API Clients and revoke the credentials there as well.

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Troubleshooting

Common causes: insufficient balance in the chosen funding account, supplier bank details malformed (IBAN check digits wrong, missing BIC for non-EU), or 2FA approval was required at Wise/Revolut and the prompt expired. Check the run’s Activity tab for the exact provider error.
Open the supplier record in Procurement → Suppliers and add bank details. Without them the supplier is excluded from runs by default.
The Revolut OAuth token expires every 40 minutes; Softbooq refreshes it automatically using the long-lived refresh token. If the refresh token has been revoked (e.g. an admin removed the API client), you’ll see 401. Reconnect to generate a new client.
The webhook from Wise/Revolut may have failed delivery. Click Refresh status on the payment run, or wait for the next 4-hourly status sync. If still stuck, check Bank Feeds; the actual bank transaction will eventually arrive and reconcile.

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See also

Procurement

Where vendor bills come from and where Payment Runs are launched.

Bank Feeds

Live confirmation that the outbound payment cleared.

Reconciliation Workbench

For reviewing matches between payment runs and bank transactions.