Bank Aggregation - Plaid
Gravity uses the Plaid bank aggregation service to download transactions from bank and credit card account in North America.
Note: We have recently implemented Profiles in Plaid. See Plaid Profiles
- Authenticate with you bank or credit card in Plaid
- Match the Gravity Bank account with the Plaid linked account
Under the Financials -> System Settings select the Bank Reconciliation with Plaid API
Select Manage Accounts to start the Plaid wizard, find your financial institution and authenticate with your credentials.
Once the accounts are authenticated they will show up on the Plaid screen. You can then select the Gravity account to match to them
Note: Periodically you may need to refresh the Plaid bank accounts. This may be due to password changes, individual bank security measures or other factors. Refreshing accounts will often require you financial institution credentials.
On some banks Plaid will have near real-time connections, on others Plaid will poll the bank once a day so transactions can be 1-2 days behind the banks activate,