Account setup

Connect a bank account or add an offline account.

Choose the destination entity, then connect through Plaid or create a manual account.

Dashboard Accounts Transactions Settings
Account setup

Choose the destination entity, then connect a bank or add an offline account.

Admin access to an entity is required before new accounts can be linked.

Link a Bank Account

Connect your bank account securely through Plaid. Your credentials are never stored by this app.

You need admin access to an entity to link accounts. Create or request access to an entity.

Add Offline Account