Connect a bank account via Finicity

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

Workflow

Step 1

Open Bookkeeping > Bank Transactions

Start in Truewind on Bookkeeping > Bank Transactions, then click on Manage bank accounts button.

Screenshot showing use the Bookkeeping module to reach the bank connection controls for this client

Step 2

On Bank Accounts, select Connect account via Finicity

Once there, there's a dropdown button next to Connect account via Plaid. Select Connect account via Finicity.

Screenshot showing the bank-feed connection actions live inside the Bank Transactions workspace

Step 3

Select Transaction History Period

Select a Start data and End date for the transaction history period that will be requested to finicity. Once ready, click on the Connect Account button.

Screenshot showing start the finicity connection flow only when you are ready to authorize the client bank

Step 4

Continue

Move forward only after the current screen looks correct so Finicity can return the selected bank accounts to Truewind.

Step 5

Choose the bank

Find the institution that actually holds the client accounts so Finicity can send back the correct feed.

Step 6

Review bank account page and asks for log in

It directs to bank account page and asks for log in.

Step 7

Review the connected banks

Finicity returns you to the connection screen and lists the banks it successfully authorized.

Screenshot showing Once connected, it goes back to Finicity page and shows you all connected banks

Step 8

Submit the connection

This sends the completed setup back to Truewind so Finicity can return the selected bank accounts to Truewind.

Step 9

Map the new accounts

After the connection completes, assign each returned bank account to the correct Chart of Accounts account in Truewind.

Screenshot showing Under Bank Accounts, you can map Chart of Accounts to new connected bank accounts

When to use Finicity

Use Finicity when your institution is not available through the embedded Plaid flow or when your team has been instructed to use Finicity for that bank.

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