Bank feed (Plaid)
A read-only bank feed for cash, spending to sort, and invoice and crew payments.
What moves
Comes in
Transactions from the bank accounts you connect through Plaid, shown under Money, Bank.
Read only
Production Engine cannot move money or change anything at your bank.
Plan
Producer and above. The feed starts once the plan's first payment goes through.
Where to connect it
In your workspace, open Account menu, Company Settings, Integrations.
No workspace yet? Start free, then connect it from there. See every connection.