Integrating Your Bank Accounts for Real-Time Insights

Connected bank accounts are the foundation of automated accounting. Here's how to set up perfect integrations.

Why Connect Your Banks?

Automatic Transaction Import

• No manual data entry
• Real-time updates
• Complete transaction history

Real-Time Cash Position

• Know your balance always
• Track across all accounts
• Cash flow visibility

Automated Reconciliation

• Transactions matched automatically
• Discrepancies flagged instantly
• Always reconciled

Supported Connections

Ledger Flow connects to:

• 10,000+ US financial institutions
• All major banks
• Credit cards
• Payment processors
• Investment accounts

Connection Process

Step 1: Access Bank Connections

Navigate to Banks & Cards in the main menu.

Step 2: Add New Connection

Click "Connect Account" and search for your bank.

Step 3: Authenticate

Enter your bank credentials through our secure Plaid connection. We never see or store your login.

Step 4: Select Accounts

Choose which accounts to sync.

Step 5: Initial Sync

Historical transactions import (typically 2 years).

Optimizing Your Setup

Sync Frequency

• Transactions update multiple times daily
• Balances refresh hourly
• Manual refresh available anytime

Multiple Accounts

• Connect all business accounts
• Separate personal and business
• Include credit cards and loans

Connection Health

• Monitor connection status
• Re-authenticate when needed
• Contact support for issues

Troubleshooting

Connection Failed

• Verify credentials with your bank
• Check for bank maintenance
• Try reconnecting

Missing Transactions

• Check date range filters
• Verify account selection
• Allow time for sync