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Zyntra OS + Plaid
Your bank account's lines in the United States and Canada fed to Banking through Plaid, each line once.
What is Plaid?
Plaid is a company that links bank accounts in the United States and Canada to the software people choose.
What you gain when you connect it
- Your consent, at your bank. «Connect» opens the provider's own consent page; only the account with the same IBAN or number is connected.
- Each line once. Lines arrive every six hours and with «Sync now»; pending lines wait, and when the bank gives a balance the lines must add up to it.
- One bank account, one books account. A real account feeds only one account in your books.
- Told before consent ends. You are warned 14 days before the consent ends; disconnecting withdraws it at the provider.
Who it suits
A company banking in the United States or Canada.
How to switch it on
- Your administrator sets it up onceIn Setup, the bank feed keys of your own Plaid account are entered once for every company.
- Connect the bank accountIn Accounting › Banking, choose the account's row, then «Bank feed», and give your bank your consent.
- Review the linesThe lines wait in Banking to be matched by a person.
Every connection is free
We take no setup fee for anything our customers need that improves their work: enter your own account and key, and it works. You pay your subscription to the service provider only, not to us; the connection with Zyntra is free.
See them working
Ask for a demo and our team shows you the connections your company needs.