Trovata

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 <a href="https://plaid.com/institutions/" rel="nofollow noopener noreferrer" target="_blank">supported by Plaid</a>, click the "Business" route. <b>Note:</b> If the connection is not supported by Plaid, click the "Enterprise" route to proceed with an API or BAI/sFTP setup.

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

1. Navigate to "Settings" by clicking your business name in the bottom left corner.
2. Click on the "Connections" tab, then click "Connect a Bank."
3. If the bank you want to connect is <a href="https://plaid.com/institutions/" rel="nofollow noopener noreferrer" target="_blank">supported by Plaid</a>, click the "Business" route. <b>Note:</b> If the connection is not supported by Plaid, click the "Enterprise" route to proceed with an API or BAI/sFTP setup.
4. Enter in your online portal credentials.
5. After successfully completing the connection, your balance and transaction bank data will be ingested into Trovata.

Learn how to connect additional bank accounts to your Trovata instance!

Connecting Additional Bank Accounts

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