Connect Plaid to FiscalInsights
Connect 12,000+ banks and credit cards automatically. Secure bank feeds with real-time sync.
Integration Features
How It Works
Plaid acts as the secure bridge between your financial institutions and FiscalInsights. Once connected, Plaid pulls new transactions daily from your accounts and delivers them to FiscalInsights where the AI categorizes them automatically. The connection uses bank-grade 256-bit encryption and never stores your login credentials on our servers.
How to Connect Plaid
Plaid is the backbone of FiscalInsights' bank feed infrastructure, connecting you to over 12,000 financial institutions across the United States. Whether you bank with a major national bank, a regional credit union, or a startup-friendly neobank, Plaid makes it possible to import transactions automatically without manual data entry.
The connection is established through Plaid's secure authentication flow, which uses your bank's own login system. Your credentials are encrypted end-to-end and never stored on FiscalInsights' servers. Once connected, new transactions typically appear in FiscalInsights within hours of posting to your bank account, giving you near-real-time financial visibility.
For businesses with multiple accounts across different banks, Plaid handles them all through a single integration layer. Connect your business checking at Chase, your credit card at Capital One, and your savings at a local credit union — all transactions flow into one unified dashboard where the AI categorizes and reconciles them automatically.