Which Banks Can You Connect to Cashflowy?
Wondering if your bank works with Cashflowy? This guide breaks it down + what to do if it doesn’t. No spreadsheets, just smart syncing.
Sep 28, 2025
Heidi DeCoux is the founder of Cashflowy, an AI-powered bookkeeping platform, and has worked with thousands of self-employed professionals to simplify finances and improve profitability.
If you're a solopreneur, freelancer, or small business owner, managing finances shouldn’t be a headache. That’s why Cashflowy’s AI-powered accounting software integrates seamlessly with Plaid to automate transaction syncing, income tracking, and expense categorization saving you hours every month.
But which banks and financial institutions can you connect to Cashflowy? Let’s break it down.
Why Connect Your Bank to Cashflowy with Plaid?
Plaid acts as a secure bridge between your bank and Cashflowy’s AI-powered accounting software, enabling real-time financial tracking without manual data entry. By linking your account, you can:
Automate bookkeeping with real-time transaction syncing & AI-powered categorization
Gain financial clarity by tracking income, expenses, and cash flow seamlessly
Simplify tax prep with tax-ready financial reports
No more spreadsheets or manual data entry.
Banks Supported by Plaid & Cashflowy
Cashflowy connects to thousands of banks and financial institutions via Plaid. Below are some of the most popular options:
Major National Banks
Online-Only Banks
Regional and Community Banks
Credit Unions
Other Financial Institutions
Don’t see your bank on the list? Plaid supports thousands of financial institutions. During setup, search for your bank within Cashflowy’s integration tool to see if it’s supported.
Can’t Find Your Bank? No Problem!
If your bank isn’t listed or isn’t supported by Plaid, you can still use Cashflowy to automate your bookkeeping.
Upload your bank statements manually to keep your financial records up to date.
Manually add transactions to ensure your reports stay accurate.
Get real-time financial insights even without direct bank syncing.
No matter how you connect your finances, Cashflowy makes bookkeeping easy, fast, and stress-free.
Is It Safe to Connect My Bank to Cashflowy?
Security is a top priority. Cashflowy cannot access your bank account or move money; it only syncs transaction data via Plaid’s bank-level encryption.
Your banking credentials remain private. Cashflowy never sees or stores them.
Data is read-only, meaning no changes can be made to your account.
Plaid is trusted by financial institutions worldwide for secure data sharing.
Your money stays where it belongs, secure in your bank account.
Having Trouble Connecting Your Account? Here’s What to Do
If you encounter the error message “your accounts settings are incompatible” while linking your bank, we’ve got you covered. Head over to our detailed guide on fixing account integration issues for easy-to-follow steps to solve the problem.
Why Cashflowy + Plaid Is the Best Solution for Solopreneurs & Small Businesses
Managing finances shouldn’t be a headache. With Cashflowy’s AI-powered accounting software, you can:
Automate bookkeeping, your transactions are categorized in real-time.
Track income & expenses effortlessly, no spreadsheets needed.
Generate tax-ready financial reports, perfect for tax season.
Get paid faster with one-click invoicing and online payments.
Have all your questions answered by your personal AI Assistant.
Spend less time on your finances and more time growing your business.
Frequently Asked Questions (FAQs)
1. What banks work with Cashflowy?
Cashflowy integrates with thousands of banks and financial institutions via Plaid, including Chase, Bank of America, Wells Fargo, Citibank, PNC, Navy Federal Credit Union, PayPal, and more.
2. Can I use Cashflowy if my bank isn’t supported by Plaid?
Yes! If your bank doesn’t connect through Plaid, you can upload bank statements directly into Cashflowy to keep your finances organized.
3. How does Cashflowy keep my banking data secure?
Cashflowy only reads transaction data via Plaid’s secure, bank-level encryption. We never store or access your banking credentials or move money from your accounts.
4. What if my bank connection stops working?
If your bank disconnects, reconnect it through Cashflowy’s settings. If you receive an error, check with your bank to ensure third-party access is enabled.
5. Is Cashflowy better than traditional accounting software?
Unlike traditional accounting software, Cashflowy is built for solopreneurs and small business owners who want automated bookkeeping without the complexity. It saves time, simplifies finances, and requires no accounting expertise.
6. How do I sign up for Cashflowy?
Getting started is easy! Sign up today and start automating your bookkeeping in minutes. Get started here.
Ditch the Spreadsheets & Automate Your Bookkeeping Today
Cashflowy + Plaid gives you a fast, secure, and automated way to manage your business finances without spreadsheets or manual data entry.
Instant transaction syncing
Real-time financial insights & reports
Stress-free tax prep
Ready to simplify your finances? Try Cashflowy today and experience AI-powered accounting built for small businesses.