Navigate to "Settings" by clicking your business name in the bottom left corner.

Click on the "Connections" tab, then click "Connect a Bank."

If the bank you want to connect is supported by Plaid, click the "Business" route. Note: If the connection is not supported by Plaid, click the "Enterprise" route to proceed with an API or BAI/sFTP setup.

Enter in your online portal credentials.

After successfully completing the connection, your balance and transaction bank data will be ingested into Trovata.