
Integration·Banking
Plaid
Plaid is the production-grade bank connection layer. Every property account syncs daily (balances, transactions, categorization) and feeds the Auditor and Cash Flow Watch automatically.
Connection: OAuth
What it does
- Production Plaid environment
- Daily transaction sync
- Bank-grade encryption
- Per-property account isolation
When you'd use it
Independent reconciliation
Cross-check your PM's reported income and expenses against the actual bank ledger.
Related
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