Which Banks Can You Connect to Cashflowy?

If you're a solopreneur, freelancer, or small business owner, managing finances shouldn’t be a headache. That’s why Cashflowy’s AI-powered accounting software integrates seamlessly with Plaid to automate transaction syncing, income tracking, and expense categorization saving you hours every month.

But which banks and financial institutions can you connect to Cashflowy? Let’s break it down.

Why Connect Your Bank to Cashflowy with Plaid?

Plaid acts as a secure bridge between your bank and Cashflowy’s AI-powered accounting software, enabling real-time financial tracking without manual data entry. By linking your account, you can:

• Automate bookkeeping with real-time transaction syncing & AI-powered categorization
• Gain financial clarity by tracking income, expenses, and cash flow seamlessly
• Simplify tax prep with tax-ready financial reports

No more spreadsheets or manual data entry.

Banks Supported by Plaid & Cashflowy

Cashflowy connects to thousands of banks and financial institutions via Plaid. Below are some of the most popular options:

Major National Banks

• Chase Bank
• Bank of America
• Wells Fargo
• Citibank
• U.S. Bank

Online-Only Banks

• Ally Bank
• Discover Bank
• Chime
• Axos Bank

Regional and Community Banks

• PNC Bank
• Regions Bank
• Fifth Third Bank
• BB&T and SunTrust (Truist)

Credit Unions

• Navy Federal Credit Union
• Alliant Credit Union
• Patelco Credit Union
• First Tech Federal Credit Union

Other Financial Institutions

• PayPal
• Venmo
• American Express
• Robinhood
• Wise

Don’t see your bank on the list? Plaid supports thousands of financial institutions. During setup, search for your bank within Cashflowy’s integration tool to see if it’s supported.

Can’t Find Your Bank? No Problem!

If your bank isn’t listed or isn’t supported by Plaid, you can still use Cashflowy to automate your bookkeeping.

• Upload your bank statements manually to keep your financial records up to date.
• Manually add transactions to ensure your reports stay accurate.
• Get real-time financial insights even without direct bank syncing.

No matter how you connect your finances, Cashflowy makes bookkeeping easy, fast, and stress-free.

Is It Safe to Connect My Bank to Cashflowy?

Security is a top priority. Cashflowy cannot access your bank account or move money; it only syncs transaction data via Plaid’s bank-level encryption.

• Your banking credentials remain private. Cashflowy never sees or stores them.
• Data is read-only, meaning no changes can be made to your account.
• Plaid is trusted by financial institutions worldwide for secure data sharing.

Your money stays where it belongs, secure in your bank account.

Having Trouble Connecting Your Account? Here’s What to Do

If you encounter the error message “your accounts settings are incompatible” while linking your bank, we’ve got you covered. Head over to our detailed guide on fixing account integration issues for easy-to-follow steps to solve the problem.

Why Cashflowy + Plaid Is the Best Solution for Solopreneurs & Small Businesses

Managing finances shouldn’t be a headache. With Cashflowy’s AI-powered accounting software, you can:

• Automate bookkeeping, your transactions are categorized in real-time.
• Track income & expenses effortlessly, no spreadsheets needed.
• Generate tax-ready financial reports, perfect for tax season.
• Get paid faster with one-click invoicing and online payments.
• Have all your questions answered by your personal AI Assistant.

Spend less time on your finances and more time growing your business.

Ditch the Spreadsheets & Automate Your Bookkeeping Today

Cashflowy + Plaid gives you a fast, secure, and automated way to manage your business finances without spreadsheets or manual data entry.

• Instant transaction syncing
• Real-time financial insights & reports
• Stress-free tax prep

Ready to simplify your finances? Try Cashflowy today and experience AI-powered accounting built for small businesses.