Related Topic for the Manage Plaid Bank Accounts Screen

Use this section to learn about setting up Plaid integration with Costpoint.

Related Topics:

Set Up Plaid Bank Integration

Use the Manage Plaid Bank Accounts screen to set up connections between Costpoint and Plaid-supported banks, configure the account types you want to integrate with Costpoint, and view transactions imported from Plaid bank accounts.

Parent Topic:

Manage Plaid Bank Accounts