Getting Started with Plaid
Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 10 minutes
TL;DR (Quick Summary)
Plaid lets you connect bank accounts, sync transactions, and manage financial data securely. This guide shows you how to connect your first bank account in under 10 minutes.
What is Plaid?
Plaid is a secure banking integration that enables you to connect your bank accounts, automatically sync transactions, and manage financial data. Link accounts, view transactions, and match them with invoices and bills.
What you can do:
- ✓ Connect bank accounts securely
- ✓ Sync bank transactions automatically
- ✓ View transaction history
- ✓ Match transactions with invoices/bills
- ✓ Create payments from transactions
- ✓ Create revenues from transactions
- ✓ Manage financial data
Prerequisites
⚠️ Before You Begin: Plaid requires these prerequisites.
| Prerequisite | Status | Notes |
|---|---|---|
| Plaid API Credentials | [ ] Configured | Admin must configure Plaid Client ID and Secret Key |
| Bank Account | [ ] Ready | You need a bank account to connect |
| Plaid Mode | [ ] Set | Admin must set Sandbox (testing) or Live (production) |
💡 Don't have Plaid credentials configured? Contact your admin to set up Plaid API credentials. This is required for Plaid to work.
How to Access
Step 1: Navigate to Plaid Settings
- Log in to your dashboard
- Go to Settings → Plaid
- You'll see Plaid configuration options
💡 Tip: If you don't see Plaid settings, contact your admin to enable Plaid module and configure Plaid API credentials.
Quick Start (10 Minutes)
Connect Your Bank Account
| Step | Action |
|---|---|
| 1 | Go to Settings → Plaid |
| 2 | Verify Plaid is configured (admin should have set this up) |
| 3 | Click Authenticate with Plaid (or navigate to /plaid/auth) |
| 4 | Select your bank institution |
| 5 | Enter your bank credentials (via secure Plaid flow) |
| 6 | Grant permissions to access account |
| 7 | Bank account connected |
| 8 | View transactions in /plaid/transactions/{token} |
Result: Your bank account is connected and transactions are syncing.
What's Next?
Now that you've connected your bank account, explore these resources:
| Resource | Description |
|---|---|
| 📖 All Features | Discover everything Plaid can do |
| ❓ FAQ | Answers to common questions |
Related Topics
- Plaid Features
- How to View Transactions
- How to Match Transactions with Invoices
Need Help?
| Channel | Details |
|---|---|
| support@custojo.com | |
| Help Center | docs.custojo.com |
Was this helpful? Let us know at support@custojo.com