The Process
Pull in your bank data automatically with Plaid.
The data shows the transactions in a way that actually makes sense, through simple charts so you can see what’s coming in and going out each month. Categories. Dates.
Set up your money categories once, then just double-check each transaction for accuracy—the system even gives you smart suggestions.
When you’re done, you get clear reports to help you plan ahead and outsmart your next move.
Create Chart of Accounts
Resources
How to Set Up the Data Import
The backend is built using Node.js, which acts as the “middleman” between the frontend (Postman) and PLAID’s API.
The workflow starts when the frontend (a web page, a local HTML file, or Postman) requests a link token from the Node.js backend server.
The backend then communicates with PLAID to generate this link token and returns it to the frontend. The frontend uses this token to launch the Plaid Link popup, where the user links a sandbox bank account.
After completing this step, Plaid Link provides a public token, which the frontend immediately sends back to the Node.js backend. The backend then exchanges this public token for a long-lived access token directly with Plaid.
Finally, your frontend (Postman) can request transaction data by sending the access token to your backend, which retrieves the transaction list from Plaid and sends it back as JSON—ready to be shown in a table or used however you like.
This flow keeps sensitive keys hidden in the backend, ensures secure data handling, and gives full control over how banking data is fetched and displayed.
https://www.notion.so/Plaid-Webflow-Integration-1fe8c978735780549362c54e10c57a87?pvs=4
How to Map Transactions to Chart of Accounts
[Share how to guide here]
How to Read Financial Reports
[Share how to guide here]
How to Use Projections Model
[Share how to guide here]
How to Use Receipts Storage
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