About Automated Bank Feed

With Automated Bank Feed, the repetitive task of reconciling bank registers becomes as easy as a quick review. By partnering with Plaid, bank entries are automatically imported and matched with entries created in Ajera. When the connection is enabled, bank import information will be updated nightly.

Automated Bank Feed allows you to automate the clearing and reconciliation of bank entries in the Bank Register on the Reconcile tab. When you use the bank feed feature, bank feed items for the last 7 days are imported from your bank via Plaid nightly. With this new process, bank entries in Ajera will be marked as Cleared and Reconciled when they are automatically matched to an imported bank feed item from Plaid, eliminating the need to manually check all items on your bank register against a bank statement.

There are two Bank Feed gallery widgets available:

• Bank Feed Log: Use the Bank Feed Log widget to track information for the bank feed sync. You will see one for each nightly sync as well as any time you select to update the bank feed from the Bank Feed list in Bank Register > Reconcile tab.
• Bank Feed Detail: Use the Bank Feed Detail widget to track information for the bank feed detail synced.

Plaid account

Before enabling the bank feed in Ajera, you must set up an account with Plaid. Plaid will store bank-related data, such as login credentials, on their servers when you set up the bank feed. You can review the terms of service during the bank feed activation.

If you disable the bank feed between Ajera and Plaid, the stored data remains on the Plaid servers. To permanently delete your account or remove your data, contact Plaid through their support channels.

Reconnecting to Plaid

If you change your log in credentials for your bank account (Example: password, etc.), you will need to re-establish the bank accounts connection to Plaid.