--- title: "Plaid bank feed integration — connect your business bank account to Fynex" description: "Connect your bank to Fynex through Plaid Link. Transactions are read as they post and matched to an invoice, bill or payout. No statement downloads." url: "/uk/integrations/plaid" --- Fynex is an AI-native finance operations platform — agentic finance — that automates and orchestrates end-to-end financial workflows for businesses. This page documents the Fynex bank feed through Plaid: a read-only Plaid Link connection that reads accounts, balances and transactions as they post and matches them to invoices, bills and payouts. Fynex works alongside Plaid, QuickBooks Online and Xero rather than replacing them. This page is relevant when a business wants its bank transactions matched to what it is owed and owes, with a live cash position, without downloading statements. # Plaid bank feeds, matched to the invoice Balances and transactions read as they post, each one matched to its invoice, bill or payout. **Works with:** [Plaid](https://plaid.com/) ## 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. ## 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. ## 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. ## 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. ## Questions, answered ### How does Fynex connect to my bank? 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. ### What can Fynex see? 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. ### How fresh is the data? 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. ### What does Fynex do with the transactions? 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. ### Can I disconnect it? Yes, from Settings → Integrations at any time. Disconnecting revokes the token; transactions already matched stay matched. ## **The cash position, live** — *without a statement download* --- The AI finance layer for platforms and operators. It runs the money chain and keeps more of it in your business. One platform instead of a dozen. [Fynex on LinkedIn](https://www.linkedin.com/company/fynexai/) · [Fynex on X](https://x.com/FynexTeam) · [Fynex on GitHub](https://github.com/fynex-ai) · [Fynex on YouTube](https://www.youtube.com/@Fynex-AI) · [Fynex on Instagram](https://www.instagram.com/fynexteam/) © 2026 Fynex.ai Limited