How-to guide
How to Connect a Bank with Plaid
- On Dashboard, choose Connect bank (Plaid).
- Link supported institutions; transactions sync through the same dedup pipeline.
- Tokens stay server-side; never exposed in the browser.
Feature detail: Plaid Bank Sync · Help article
FAQ
Frequently asked questions
How to Connect a Bank with Plaid?
On Dashboard, choose Connect bank (Plaid). Link supported institutions; transactions sync through the same dedup pipeline. Tokens stay server-side; never exposed in the browser.