Bank Connect (Powered by Plaid) - Easiest way to authenticate a bank account, pull bank transactions, account balances, investments and assets inside salesforce.

Bank Connect (Powered by Plaid) is an advanced bank verification application enabling lenders to verify a potential borrower’s banking information online instantly, including transactions, balances, income, and investment, etc. all in real-time. Previous methods for performing this process created many problems for both the lender and borrower, including inconvenience, delay, inaccuracy, and fraud.

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How will this app make my life easier?

You might be a lender that needs to analyze a borrower’s financial information. You might be a business that needs to verify the identity of a consumer. Either way, in an ideal world, you would be able to do this quickly, seamlessly, and safely. Bank Connect lets you do just that.


Hosted service providing reliable technology for Confidentiality


Speed up account on-boarding.


Support ongoing payments for all accounts.


Able to access user bank data instantaneously.

What can I do with this app?

Through an easy and intuitive dashboard, this native Salesforce application gives you access to a variety of customizable options for the bank data you need.

Banking application development, integration, and implementation costs can get pretty high, which is why this easy-to-use app is that much more efficient. It’s ready to go, whenever you are.


Instantly Authenticate Bank Accounts

Simply input a few pieces of information, check the boxes of what you need, and click submit. Users receive secure credentials that allow them to select and connect to their bank account.

user's finances

Visualize the user’s finances

Easily retrieve a consolidated summary from the user’s bank with account balances, transaction history, and account holder identity information.

transaction insights

Obtain transaction insights

Review clean transaction data that includes category, location, and merchant name. Data is standardized across institutions, making it easy to read.


Understand user’s investments

Gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding.

NSF fees

Reduce overdrafts and NSF fees

Protect against overdraft and NSF fees by having visibility into available funds before you make transfers.


Enable account pre-funding

Enable pre-funding of accounts with immediate insight into borrower’s balances.

What Customers are Saying

Daniel Eaker

Director of Operations
Imperial Advance LLC

Frequently Asked Question

Still have questions? Learn more about our services and experience through the questions of people like you.

Do you provide a free trial?

Yes, we offer 30 risk free trials.

What Plaid Products Integration is available?

Auth, Transactions, Assets, Balance, Investments, Income

Can we Refresh the Balances everyday?


How far back can we request Transactions data?

Up to 2 Years of Categorized data

Can we manage sending emails to the merchant for verification?

Yes. The application can be customized to meet your requirements.

Can the emails be customized based on Branding?

Yes, Emails can have Logos and Content based on branding

Can we Automate the bank verification process?

Yes, our expert will help you with full automation.

Do we provide Historical Balances Information?

Yes, Real-time as well as historical balances

Can we get Bank Account & Routing Numbers?


Do we support International Bank Accounts?

Yes. Please visit

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Are you ready to make your life easier with instant bank account authentication?

Try a 30-day free trial or get the solution right away.

Find us on Salesforce’s AppExchange.
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