Bank sync

Connect checking and credit cards through Plaid so charges and deposits import automatically — no more manual CSV uploads.

app.kaitier.com/plaid

Bank sync

Connect your accounts once. New transactions land in Activity for receipt matching.

Kaitier bank connections · not a Plaid settings page

← Books Expense Gallery

Bank connection ready

Mode: production

Change keys

Connect

Connect a bank or card

Link checking, savings, or credit cards so charges and deposits show up in Activity. Choose only the accounts you want — you can turn any account off later.

Connect bank Import CSV / PDF instead

Banks & cards

Connected accounts

Keep on only the accounts you want in Transactions. Matching uses account name and last four from Banks & cards. Balances and new activity update in the background.

Chase

Updated automatically · Last update: Jul 30, 2026 9:14 AM · 2 of 2 accounts active

Disconnect

Bank accounts

Business Checking ·•2841

Checking Active · 342 transactions

Banks & cards Turn off

Cards

Ink Business Preferred ·•4406

Credit card Active · 89 transactions

Banks & cards Turn off

Bank sync — connect accounts, choose which to import, and jump to Activity or Match

What you get

Secure, read-only Plaid connections
Automatic transaction import on a schedule
Multiple accounts in one workspace
Imported lines flow straight into Expense Gallery for matching

More in the workspace

app.kaitier.com/plaid

Connect

Connect a bank or card

Link checking, savings, or credit cards so charges and deposits show up in Activity. Choose only the accounts you want — you can turn any account off later.

Connect bank Import CSV / PDF instead

Connect bank — choose accounts through Plaid, read-only import

app.kaitier.com/plaid

Banks & cards

Connected accounts

Chase

Updated automatically · Last update: 12 minutes ago · 2 of 2 accounts active

Disconnect

Bank accounts

Business Checking ·•2841

Checking Active · 342 transactions

Banks & cards Turn off

Cards

Ink Business Preferred ·•4406

Credit card Active · 89 transactions

Banks & cards Turn off

Turn accounts on or off — only active accounts feed Activity

app.kaitier.com/activity

Activity New bank lines from sync — classify before they hit P&L.

Jul 30 · Delta Air Lines−$312.00

Jul 30 · STRIPE PAYOUT+$4,200.00

Jul 29 · Adobe Creative Cloud−$59.99

Bank sync feeds Activity — match receipts in Expense Gallery

Imported transactions appear in Activity automatically