Connects from Settings → Integrations · read-only · disconnect any time
What you get
What Fynex does with Plaid
Fynex reads from Plaid and does the finance work on top; it writes nothing back.
Every account in one position
Current, savings and card accounts across banks, read through one connection, one cash position on the dashboard.
Transactions as they post
Plaid tells Fynex when there is something new; Fynex pulls it by cursor, so a transaction is read once and never missed.
Matched to what you're owed
Each incoming payment is matched to its invoice, each outgoing one to its bill or payout — the reconciliation your bookkeeper does by hand.
Read only, by design
Plaid gives Fynex sight of the account, not control of it. Nothing on this connection can move money.
How to connect
Connect it in three steps
Done once, from the dashboard, by whoever owns the account.
1
Approve Fynex
Plaid Link — you pick your bank and sign in inside Plaid's own window. Your bank credentials never reach Fynex.
2
Choose the accounts to share
Fynex lists what your account can see; pick the accounts to share. One choice per connection, changeable later.
3
Let it run
Plaid notifies Fynex when new transactions are available; Fynex pulls them by cursor so nothing is fetched twice, and resyncs on a schedule.
Reads and writes
What Fynex reads, and what it writes
Read from Plaid: accounts and balances and transactions, as they post.
Written to Plaid: nothing. This connection is read-only — Fynex keeps its own record of what happened to the money and shows it on the dashboard.
Bank feed · matchedToday
+£4,200.00 · HARBOR LTD→ INV-1042
matched
−£2,310.00 · NORTHGATE→ Bill #771
matched
+£980.00 · unknownno invoice found
review
Available3 accounts
£61,420
Security
How the connection is held
The same three rules on every connection Fynex makes.
OAuth, never a password
You approve Fynex inside the provider's own sign-in. Fynex holds an access token, not your credentials, and you can revoke it from either side.
Tokens encrypted at rest
Every connection token is stored encrypted (AES-256-GCM) with a key that never leaves the Fynex environment. One connection per business per provider.
Every write is logged
Where Fynex writes back, the write is recorded with what changed and why — only after the underlying event actually happened, never speculatively.
FAQ
Questions, answered
Through Plaid Link. You choose your bank and sign in inside Plaid's window; Fynex receives an access token for the accounts you selected, never your credentials. Thousands of banks in the US and UK are covered.
The accounts you shared, their balances, and their transactions as they post. That is all: the connection is read-only, and nothing on it can initiate a payment.
Plaid notifies Fynex when new transactions are available and Fynex pulls them immediately, by cursor, so each one is read exactly once. A scheduled resync covers anything missed.
Matches each one to the invoice, bill or payout it belongs to, flags the ones it cannot match for review, and keeps a live cash position across every connected account.
Yes, from Settings → Integrations at any time. Disconnecting revokes the token; transactions already matched stay matched.
We do Fridays so you don't have to.Payouts at midnight. You, asleep.Invoices that chase themselves. Ruthlessly.We carry the chargebacks. You carry on.We do Fridays so you don't have to.Payouts at midnight. You, asleep.Invoices that chase themselves. Ruthlessly.We carry the chargebacks. You carry on.We do Fridays so you don't have to.Payouts at midnight. You, asleep.Invoices that chase themselves. Ruthlessly.We carry the chargebacks. You carry on.
The cash position, live — without a statement download
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