🏦More About Plaid

Learn more about Plaid, a partner we use to securely sync your bank transactions to CommerceNavigator.

You've probably heard us talking about Plaid. They're an integral part of our bookkeeping module, which automatically syncs your transactions between your bank and CommerceNavigator.

Good to know: Plaid is trusted by tens of millions of users around the globe to link financial information safely. Companies like Venmo, Samsung, and CommerceNavigator link with Plaid.

What information does Plaid share with CommerceNavigator?

Plaid only shares essential information, including:

  • Transaction level data, including the statement descriptor, date, and amount

  • Your account name and the last four digits of your account number so you can keep tabs on which account is which

That's it! Plaid doesn't share unnecessary information like your login, social security number, or even your name. We value your privacy and the security of your banking information.

Does Plaid support my bank?

Plaid supports more than 11,000 financial institutions across the US, Canada, and Europe. Chances are, your checking, savings, and credit card accounts are on that list!

How can I manage my connected accounts?

You can manage your connected accounts through the "Manage" tab in the CommerceNavigator dashboard or via the Plaid Portal, which lets you see exactly which services you have linked to your bank account with Plaid.

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