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Plaid – Dash SaaS Add-On

(3 Reviews) (56 Sales)
  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    17 April 2025

  • Published:

    11 July 2023

$69
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How to install Dash Add-On
STRONG BRAND

Quick Setup With Secure Configuration

Getting started with the Plaid Add-On is a smooth process. You simply need to head over to the settings panel, locate the system settings, and find the Plaid integration option. From there, it's just a matter of entering a few essential credentials—like the Client ID, Secret Key, User Name, and User ID. You also select your preferred country and language, making it easy to tailor the setup to your region and team. All sensitive credentials are managed securely, and once saved, the connection is ready for use.

Plaid
Plaid

Smart Matching and Easy Correction

Every imported transaction is automatically labeled as either “Matched” or “Unmatched.” If a transaction is already recognized in your financial system, it will be marked as Matched and needs no attention. For any Unmatched entries, fixing them is simple. Just click the Create button next to the transaction, fill in the relevant account and category details, and save. The status will instantly update, giving you confidence that your records are aligned and accurate.

Syncing Transactions Easy

Once configured, syncing your bank transactions takes only a few clicks. Navigate to the banking section, specify the date range you want to review, and click the sync button. Within seconds, all relevant transactions from your linked account will be fetched and listed. This kind of direct access to your real-time financial activity lets you keep your books consistently updated, giving you better control over your cash flow and day-to-day operations.

Plaid
From our system

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.

Plaid
Additionals

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WorkDo’s eCommerce package offers you a secure, “sales-ready” online store. It brings together all the essential components—from design to payment processing—giving you a head start in your eCommerce venture. Every store is built using Laravel, a reliable PHP framework that accelerates development while enhancing security and performance. Additionally, with the accompanying mobile app, you and your team can manage the store on the go. What’s more, since the app works for both you and your customers, it helps you reach a wider audience. Unlike popular eCommerce platforms, WorkDo doesn’t bind you to any recurring fees or restrictive terms and conditions. You’re free to choose your hosting provider and preferred payment gateway. Lastly, you have complete control over the look and feel of your store. And if it’s missing any functionality you need, just reach out—we’re happy to discuss customization possibilities.