Connect Bank via Plaid
Securely connect your bank and import transactions — no file downloads needed
Connect your bank account
Plaid securely connects to 12,000+ banks. Your credentials never touch Finappses servers.
How it works
1
Click "Connect with Plaid" — a secure Plaid Link dialog opens.
2
Search for your bank and log in with your online banking credentials directly in Plaid's interface.
3
Select which accounts to share — map each to a Finappses chart of accounts entry.
4
Review and import — transactions are pre-categorized using your rules and recurring templates.
Bank-level security.
Plaid uses read-only access — it cannot initiate transfers or modify accounts.
Your credentials are encrypted by Plaid and never stored by Finappses.