Help Centre

How do I connect my bank with Plaid?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Manage Bank Connections.

Where to find it

Settings → Accounting → Add a bank account → Connect.

Steps

  1. Click Connect. Plaid opens.
  2. Sign in to your bank in Plaid and choose the accounts.
  3. Back in Kera, set each account's classification (see next article).

What happens next

"Bank account connected". The account shows an active badge and its last four digits. Click Sync transactions (or Refresh transactions) to pull activity; Kera shows "Refreshing transactions", then "Transactions refreshed" (with how many were added) or "Transactions are up to date". New activity lands in Bank Feed Review.

Troubleshooting

  • "Couldn't connect bank account" / "Your bank sign-in worked, but we couldn't save the connection. Try connecting again."
  • "Couldn't open bank connection": Plaid didn't load; reload and try again.
  • A bank that needs you to sign in again shows Reconnect; click it and sign in through Plaid.
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