bank-sync
openaccountant597 installs
Your bank transactions, synced daily to Wilson.
What it does
Connects bank accounts and imports their transactions into Wilson automatically through Plaid.
When to use it
Use when connecting bank accounts for recurring transaction imports instead of manual CSV exports.
How to use it
Give it a request to connect your bank; it guides account authentication, imports transactions locally, and reports the sync results.
Uses
PL
WI
Good to know
- sends a credential to a server: bank credentials
Latest review
What you need · 4
Requires a valid Wilson Pro license for the Plaid integration.
Requires a bank account the user can authenticate to and select for synchronization.
Access · 3
This skill
Plaid
Write
Connects bank accounts through Plaid
daily automatic sync
Execute
Schedules daily bank sync