Bank Connections

Add a new bank account from the Bank Accounts connection flow when more accounts need to come into scope, resulting in a new row ready for mapping and review.

Connect bank accounts through Plaid when the institution is supported there, resulting in the selected accounts appearing in the Bank Accounts workflow.

Connect a bank through Finicity when Plaid is not the right path for the institution, resulting in the selected accounts appearing in Truewind.

Map connected bank accounts to ledger accounts when Bank Transactions cannot proceed without account mapping, resulting in accounts that load correctly for review and reconciliation.

Disable or remove bank accounts when they should stop participating in active review, resulting in the correct active account set for the team.