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Can Plaid retrieve bank balances

  • 30 May 2024
  • 1 reply
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We’re in Canada and use the Plaid API to retrieve bank transactions and are wondering if it’s possible to retrieve bank balances as well.  If so, how do you configure Acumatica/Plaid and where would Acumatica store & display the balance.

Ideally we’d like a dashboard showing bank balance less uncleared cash transactions to show an available cash position.

TIA

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Hello RHarrison,

 

Currently Acumatica imports transaction using bank feed from Plaid.  Import Bank transactions, unfortunately bank balances are not a transaction. 

You could add a product idea.  Ideas | Community (acumatica.com)

 

Amanda

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