To help automate your bookkeeping and save you time, Wave has partnered with a bank data provider, Plaid, to import transaction data from your connected financial institutions.
As a bank data provider, Plaid is able to view posted transaction data from any connected accounts. The transaction import process looks like this:
- You authorize Plaid to establish a read-only connection to your financial institution
- Plaid pulls in posted transaction data as it becomes available and immediately provides it to Wave
- This transaction data is displayed in your Wave account
FAQ
Bank connections are available to businesses in the US and Canada. Please log into your Wave account to view this content or learn how to upload bank or credit card statements.