We’re excited to streamline your audit process with a secure and seamless connection to your bank through Plaid, the trusted solution behind PayPal and Venmo. This view-only integration allows you to securely provide transaction data directly to your advisor without the need for manual uploads. With Plaid, your account details, balances, and transaction history are shared safely while ensuring your funds and banking records remain completely untouched.
Why Connect Your Bank?
- Save Time: Securely provide up to 24 months of transaction history without manual uploads.
- Enhanced Security: Plaid offers view-only access to your bank account, ensuring your funds and banking records remain untouched.
- Control: You can revoke access at any time.
Your Data is Secure 🔒
At Audit Sight, protecting your information is our top priority. We use Plaid, a SOC 2 compliant service, to ensure the highest standards of security and privacy.
Key Security Features:
- View-Only Access: Plaid retrieves transaction data but cannot move money or modify banking records.
- Encryption: All data is encrypted during transmission and at rest.
- Trusted by Industry Leaders: Plaid powers financial technology for PayPal, Venmo, and other trusted platforms.
Is Your Bank Supported?
Complete the Bank Connection Assessment Form 📝
To confirm that your bank is supported by Plaid, please complete our Bank Connection Assessment Form.
This quick form ensures a smoother connection process by verifying compatibility and identifying potential challenges in advance.
How to Connect Your Bank to Audit Sight
Look for Our Email 📧
- Check your inbox for an email from support@auditsight.com with the subject line: Data Request.
Click the Link 🔗
- Open the email and click the provided link to begin the connection process.
Log In to Your Bank Account 🔐
- Use your banking credentials to log in.
- Make sure you select the correct login flow (e.g., personal vs. business accounts).
Select the Accounts to Connect 🏦
- Choose the bank accounts you’d like to connect to Audit Sight.
Skip Accounting System Connection (If Applicable) 🔄
- If your accounting system is not supported, you can skip this step and proceed directly to the bank connection page.
Complete the Connection 🎉
- Once you’ve authorized the connection, Plaid will securely retrieve your transaction data.
Technical Challenges to Consider
While Plaid supports over 11,000 banks, the availability of data may vary:
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Partial Data Periods:
- Some banks may not provide the full transaction history for the requested period.
- In these cases, the connection may only work for part of the required timeframe.
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Advanced Banking Features:
- Accounts with advanced treasury functions (e.g., sweeps, ZBAs, foreign bank accounts) may not be supported.
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Bank-Specific Limitations:
- Some banks may require additional security steps (e.g., one-time passcodes) that could impact connection speed or availability.
Frequently Asked Questions ❓
How secure is my data? 🔒
Your security is our top priority. Audit Sight uses SOC 2 compliant Plaid technology to ensure your data is handled with the highest standards of security and privacy.
Can I connect multiple bank accounts? 🏢
Yes! If the accounts are within the same institution, you can select multiple accounts during the connection process. If the accounts are with different institutions (e.g., Wells Fargo vs. Bank of America), you’ll need to perform the connection process separately for each institution.
How long is the connection active? ⏳
This depends on your bank. Some banks disconnect every 90 days, and changes to login information can also cause disconnections. You can log in to your bank and delete the connection at any time.
Will I be charged for this integration? 💰
No, the integration is free of charge.
Need Help? Contact Us! 🤝
If you have any questions or encounter any issues, we’re here to help!
📧 Email: support@auditsight.com
