Plaid – Dash SaaS Add-On
- 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
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.
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.
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.
Discover More Add-Ons
Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.
Activity Log
An Activity Log (also known as an Activity Diary or a Job Activity Log) is a written record of how you spend your time. By keeping an Activity Log for a few days, you can build up an accurate picture of what you do during the day, and how you invest your time.
View More
I recommend him to anyone looking for good script, consider him first and you won regret patronizing me
the Team deserve 5 Star for following reason;
1- Customer Support
2- Feature Availability
3- Design Quality
4- Documentation Quality