Bank activity connected to operating cash flow.
Use owner-authorized Plaid feeds to review balances and reconcile supported transactions against FollowIncome records.
Connection requirements: Plaid production access and a supported bank account authorized by its owner.
Related searches: Plaid bank integration, automatic bank transaction sync, small business cash flow integration
Review cash position
Show supported account balances with institution and last-update context.
Reconcile transactions
Match imported transactions to expenses and payments without silently changing accounting records.
Monitor cash flow
Compare categorized inflows and outflows across selected accounts and reporting periods.
Frequently asked questions
How does the FollowIncome Plaid Bank Feeds plugin work?
Use owner-authorized Plaid feeds to review balances and reconcile supported transactions against FollowIncome records.
What does the Plaid Bank Feeds connection require?
Plaid production access and a supported bank account authorized by its owner.
How do I add the Plaid Bank Feeds plugin?
Choose Continue with Plaid Bank Feeds, then create an account or sign in to review setup and permissions.
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