Help center
Connect your bank
TreasuryFlow reads your bank through Plaid, the same connection layer used across US fintech. Read-only, no credentials stored, disconnect anytime.
Before you start: what we can and can't do
- Read-only. We can see balances and transactions. We cannot move money, pay anyone, or change anything at your bank.
- No credentials. You sign in on your bank's own screen (or Plaid's secure window). Your username and password never touch our servers.
- Reversible. Disconnect any bank at any time from Settings; you can also revoke access from your bank's side.
Connecting, step by step
- Sign in to your dashboard and click Connect a bank.
- Search for your institution. Tip: business banking sometimes lives under a different name than the retail brand, so try both (and see Can't find your bank?).
- Sign in on your bank's screen and approve read-only access. Many banks route this through their own OAuth page; that's expected.
- Pick the accounts you want visible (operating, payroll, savings, money market) and finish.
Your balance shows up immediately. Transactions finish importing within a few minutes: a first connect backfills up to two years of history, which is what makes the 13-week forecast useful on day one.
Connecting more banks
Unlimited banks per company, no extra charge. Repeat the same flow for each institution; every account lands in the same consolidated cash position, tagged by role.
When a feed breaks
Banks periodically force a re-authentication (password change, MFA reset, security policy). When that happens, TreasuryFlow marks the feed as disconnected, excludes it from your headline cash number (we'd rather show you a gap than a stale figure), and shows a one-tap Reconnect prompt on the dashboard. Reconnecting takes under a minute and restores the history seamlessly.
If the connection fails
- Make sure you're using your business online-banking login, not a personal one, if your bank separates them.
- Complete any MFA prompt on your bank's screen; a timed-out MFA is the most common failure.
- If the bank never appears in search, it may not be Plaid-supported yet. Statement upload works day one, and we'll tell you honestly what's possible.
Still stuck? Email support and we’ll respond within one business day.
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