Connect Bank of America to FiscalInsights
Sync Bank of America business accounts automatically for up-to-date books.
Integration Features
How It Works
Your Bank of America business checking, savings, and credit card accounts connect through Plaid's secure link. Transactions sync daily with full merchant details, enabling accurate AI categorization. Historical transactions from the past 90 days import on first connection for immediate bookkeeping coverage.
How to Connect Bank of America
Bank of America serves millions of small business customers with its Business Advantage checking accounts and business credit cards. Connecting BofA to FiscalInsights means your transactions import automatically each day, with the AI handling categorization so you can focus on running your business rather than entering data.
The integration pulls transactions from all connected BofA business accounts, including Business Advantage Fundamentals, Business Advantage Relationship, and business credit and debit cards. On first connection, up to 90 days of historical transactions import so you have immediate context for your finances without waiting weeks for data to accumulate.
Bank of America's Safepay and other fraud protection features work independently of the FiscalInsights connection. The integration is read-only — FiscalInsights can view transactions but never initiates payments or transfers from your accounts. Your banking security remains exactly as it was before connecting.
Get Started with Bank of America
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