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Connect your bank (Plaid)

Updated Nov 4, 2026 · 2 min read · For Owners and admins

Connect your bank account through Plaid so you can see cash coming in and going out next to sales and spend.

Steps

  1. 1
    On the web, go to Settings > Data Sources. Under Bank Accounts, choose Add Bank account.
    Settings > Data Sources: the Add Point of Sale tile under Points of Sale and the Add Bank account tile under Bank Accounts
  2. 2
    In the Plaid window, search for your bank and sign in with your online banking login.
  3. 3
    Pick the accounts to share, then finish in Plaid.
  4. 4
    Wait for the first sync (within 24 hours). Then open Cash Flow Explorer to see deposits and withdrawals.

Tip: Don't see Cash Flow Explorer? only Admins can see it, and it shows up only once a bank account is connected.

Tip: Doesn't match the P&L? Cash Flow Explorer shows deposits on the day they reach your bank, not the day of the sale. Use the P&L for sales. See Reading your P&L.

What happens next

Deposits and withdrawals keep flowing in on their own. To add another account, choose Add Bank account again.

Why it matters

Sales and invoices show what you earned and spent; the bank shows when the cash moved, so you can plan around payroll and vendor payments.

Common questions

Can I connect a credit card or more than one account?+

Yes. Choose Add Bank account again under Settings > Data Sources for each bank or card.

Does Kintow see my bank password?+

No. You sign in through Plaid, and Kintow never sees your password.

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