Connect Bank Accounts via Plaid
Connecting your bank account through Plaid allows CrewCost to securely sync financial transactions directly from your financial institution. This connection keeps your bank activity synced in CrewCost so you can review and manage transactions without uploading files manually. Once connected, you can automatically import transactions, match them to bills and payments, and simplify your reconciliation process.
To connect a bank account via Plaid:
Go to Accounting.
Select Banking.
Select Connect Account. You will be redirected to the secure Plaid connection window.
Select Continue without phone number.
Search for and select your bank from the list.
If your bank does not appear in the list, use the search bar to locate it.
Complete the reCAPTCHA security check by selecting the requested images.
Select Verify to continue.
Select Continue to login.
Enter your bank login credentials.
Follow any additional authentication steps required by your bank.
After the connection is successful, your transactions will begin syncing automatically.
What happens after connecting?
After your bank account is connected:
Transactions begin syncing automatically.
Imported transactions appear in the Banking area for review.
You can categorize, match, and reconcile transactions.
The system updates transactions based on your bank’s sync frequency.
Sync frequency depends on your financial institution.
Manage connected accounts
After connecting your bank, you can review and manage the connection at any time.
To access your connected accounts:
Go to Accounting.
Select Banking.
Locate the connected account in your list.
From here, you can:
Review the account details and connection status.
Rename the account for internal reference.
Disconnect the bank if needed.
Disconnecting a bank account stops future transaction imports, but previously imported transactions remain available in CrewCost.
Connecting your bank through Plaid helps keep your transactions synced and ready for review inside CrewCost.
See also
To continue setting up your banking and accounting workflows, you can check:
Handle Reconciliations: Learn how to review imported bank transactions, compare them against your records, and complete monthly reconciliations to ensure your financial data is accurate and balanced.
Add a Payment: Learn how to record vendor payments, select payment methods, and understand how payments connect to your bank transactions for proper tracking and reporting.
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