Bank Feeds (Plaid)
Live bank and card feeds with auto-categorization rules.
Manual bank entry is the slowest part of bookkeeping. CloudIP connects to your banks and credit cards through Plaid, pulls transactions in near-real-time, and runs your categorization rules before the data lands in the unreconciled queue.
You start the morning with a clean queue and finish reconciliation in minutes.
Inside Bank Feeds (Plaid)
Specifics that distinguish CloudIP Bank Feeds (Plaid) from the alternative.
Live Plaid connections
12,000+ US institutions supported. Re-auth handled in-app when banks rotate tokens.
Categorization rules
Rules learn from how you reconcile. Common vendors stop hitting the queue after the first manual categorization.
Match against books
Automatically match deposits to invoices, withdrawals to bills, and transfers between accounts.
Excludable transactions
Mark transactions as personal or duplicate without leaving the queue.
Bank Feeds (Plaid) on the CloudIP platform
Where this capability lives, who runs it, and what it shares with the rest of the system.
Bank Feeds (Plaid) runs as part of the CloudIP Accounting module on the same multi-tenant infrastructure as every other capability you use. There is no separate console to log into and no separate billing line: bank feeds for accounting is provisioned the moment your tenant is created and stays in lockstep with the rest of the platform as it grows.
Operators interact with bank feeds for accounting through the Accounting interface they already know — the same record screens, the same audit trail, the same role and permission model. Behind the scenes, live plaid connections handles the heavy lifting, while excludable transactions keep the experience consistent across teams. Configuration changes are versioned, exportable, and reviewable, so the way you run bank feeds for accounting today is reproducible tomorrow.
Because Bank Feeds (Plaid) reuses the platform's user database, every action is attributable, every record has a stable ID, and every export honours the tenant's data residency choice. That means bank feeds for accounting reports tie out to the rest of the books, audit logs, and operational dashboards without an integration step in between.
Bank Feeds (Plaid) fits inside CloudIP Accounting alongside the other accounting capabilities — they share the same data model, so improvements in one tend to compound across the others. If you are evaluating CloudIP specifically for bank feeds for accounting, the rest of Accounting comes along at no extra cost.
Common questions about Bank Feeds (Plaid)
Plaid is the underlying provider, which covers virtually every US institution and most Canadian banks. Connections renew quietly in the background; when a bank requires re-auth (typical every 90–180 days for some institutions), the user gets a prompt and the feed resumes within a few clicks.
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See Bank Feeds (Plaid) alongside the rest of the platform on real data.