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