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Can’t find your bank?

Plaid covers 10,000+ financial institutions across the US and Canada, but not every institution, and a missing bank should never be a dead end. Here are your three moves, in order.

1. Try the search variations

  • Retail brand vs. business portal. Many banks list their commercial platform separately. If the consumer name doesn't work, search for the name printed on your business online-banking login page.
  • Legal name vs. trade name. Credit unions and regional banks often appear under their full legal name ("First Community Credit Union of ..." rather than "FirstCU").
  • Recent mergers. If your bank was acquired, try the acquirer's name.

2. Upload a statement: works day one

You don't need a bank connection to see your money in TreasuryFlow. In the dashboard, choose Upload a statement and drop in a recent statement or transaction export (CSV or Excel). We build your live dashboard from it in seconds (cash position, categorized transactions, and the 13-week forecast) with the same read-only, private-by-design handling as a bank feed. Many teams run this way while we sort out their connection, and some prefer it permanently.

3. Tell us your bank

Email michael@treasuryflow.ai with the bank's name (subject: "Bank request"). We'll check coverage and reply within one business day with a straight answer: it's supported under a different search name, it's coming and here's the workaround, or it isn't supported yet, in which case statement upload keeps you fully working. We won't pretend a connection exists when it doesn't, and your note is what gets an institution onto our priority list.

Still stuck? Email support and we’ll respond within one business day.
michael@treasuryflow.ai

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Live cash visibility for $1M–$50M companies and the fractional-CFO firms that serve them.

$99/mo per company · 90-day free trial · Live in 5 minutes Read-only bank access via Plaid
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