Bank Connection

Automatic bank feeds are available on PlusProEnterprise. Bank reconciliation is available on ProEnterprise. Connect the bank you already use from Administration → Financial Integrations, then Bank Accounts. Plaid reaches most U.S. banks and credit unions, not every institution. If the bank is not listed, add the account manually. Free cannot add bank accounts.

Where Bank Connections Live

Bank account setup is part of administration, not Giving Setup. Open Administration → Financial Integrations, then Bank Accounts. On PlusProEnterprise, you add checking, savings, credit, and escrow accounts, view masked account numbers, and manage active or inactive status. Account defaults stay in Chart of Accounts.

Automatic Bank Feeds

Automatic bank feeds are available on PlusProEnterprise. Parent organizations with accounting write access see Connect when adding an account. Search for your institution, sign in, and map each linked account to an existing asset account in your chart. AlignMint imports recent transactions after mapping completes. If the bank is not listed, add the account manually.

Free cannot add bank accounts. Bank reconciliation is available on Pro and Enterprise. See bank reconciliation.

What Automatic Import Gives You

• Transaction sync: New bank activity appears in AlignMint without retyping every line

• Faster reconciliation: Mapped rows sit in bank transactions ready to match against your books on ProEnterprise

• Fewer entry errors: Less manual typing means fewer missed deposits or duplicate expenses

Connect a Bank Account

1. Go to Administration → Financial Integrations → Bank Accounts
2. Click Add Account and choose Connect (PlusProEnterprise)
3. Search for your institution and sign in
4. Select which accounts to link and map each to a chart asset account and a bank account
5. Review imported transactions during month-end close

Security and Maintenance

AlignMint never stores your bank login. Financial data is protected in transit and at rest. If your bank requires re-authentication—common every few months—you will see a prompt on the Bank Accounts tab. Repair, mapping, and disconnect stay on that tab. Disconnect stops future sync and keeps imported transactions and reconciliation history. Manual sync is available with a cooldown between requests; a daily scheduled sync also processes accounts marked for update.

Imported bank rows land in bank transactions for reconciliation. A row stays out of reconciliation until both the chart account and the bank account are mapped. AlignMint does not create journal entries from bank feeds on its own. On Pro and Enterprise, categorize unmatched rows in the Bank Transaction Posting.