The Plaid Add-On simplifies bank connectivity by securely syncing transactions directly into your accounting system. It provides a structured view, smart categorization, and easy tracking to keep your financial records accurate. With seamless integration alongside the Accounting Add-On, you get a complete and real-time overview of your business finances.
Dependency Notice: The Plaid Add-On is dependent on the Accounting Add-On. If the Accounting Add-On is disabled, the Plaid Add-On will not function. Ensure that the Accounting Add-On is activated to utilize the Plaid features.
Effortless Bank Connection
Connecting your bank account to your accounting system is now quick and simple with the Plaid Add-On. It lets you securely log in to your bank through an easy, guided process. You can sync transactions for a custom date range without any manual work. All your financial data stays updated automatically in one place for better visibility.
- Select custom Start or End dates to control range
- Authenticate securely through Plaid's guided bank verification flow
- Synced transactions appear instantly in your transaction list
- Access a wide range of supported banking institutions in one place
Organized Transaction Management
Once your bank is connected, all transactions appear in a clear and organized view with key details like date, name, and amount. You can easily track whether transactions are matched automatically or need manual review. Unmatched transactions are clearly highlighted for quick action. This helps maintain accurate records and ensures a smooth reconciliation process.
- View transactions in a structured table with details
- Identify unlinked transactions quickly using status indicators
- Add missing details manually to transactions needing attention
- Automatically matched transactions marked synchronized for easy tracking
Accurate Financial Categorization
Every synced transaction is categorized as Bank Transfer, Expense, or Revenue for better organization. This ensures your financial data is structured and ready for reporting and decision-making. You can easily track costs, payments, and fund movements in the right place. Combined with the Accounting Add-On, it provides a complete and reliable financial overview.
- Classify transactions as Bank Transfer Expense or Revenue
- Ensure entries align with your existing accounting structure
- Reduce reporting errors through consistent transaction categorization
- Works with Accounting Add-On for complete financial visibility
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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