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Plaid

Connect corporate cards and bank accounts to auto-import transactions

Install app

Category

Banking & Corporate Cards

Overview

Connect your corporate cards and bank accounts through Plaid to automatically import transactions into Eloope Expense. Eliminate manual receipt entry by pulling real-time transaction data directly from your financial institutions.

How it works

Plaid Link lets your employees securely connect their corporate cards or bank accounts. Eloope then pulls transaction data — including merchant names, amounts, dates, and categories — directly into the expense workflow for review and submission.

Features

  • Auto-import transactions from corporate cards
  • Support for thousands of financial institutions
  • Real-time and historical transaction sync
  • Merchant name and category detection
  • Multi-currency transaction support
  • Secure webhook-based transaction updates
  • Bank account balance visibility

Configure

  1. 1.Navigate to Admin Settings > Integrations in your Eloope Expense dashboard.
  2. 2.Click "Connect" on the Plaid integration card.
  3. 3.Use the Plaid Link widget to securely connect a bank or card account.
  4. 4.Select which accounts to import transactions from.
  5. 5.Configure auto-import preferences (frequency, date range, pending transactions).

Note: Plaid supports thousands of financial institutions across the US, Canada, and UK. Transactions are fetched securely without storing banking credentials.

Find more information on connecting Plaid with Eloope here.

Frequently Asked Questions

How does Plaid card import work in Eloope?

Employees use Plaid Link to securely connect their corporate card or bank account. Eloope then automatically imports transactions — including merchant names, amounts, dates, and categories — directly into the expense workflow, ready for review and submission.

Which banks and card issuers are supported through Plaid?

Plaid supports over 12,000 financial institutions across the United States, Canada, and the United Kingdom. This includes major banks, credit unions, and corporate card programs. You can check specific institution support during the Plaid Link connection flow.

Is the Plaid connection secure?

Yes. Plaid uses bank-level encryption and never shares your banking credentials with Eloope. Authentication happens directly with your financial institution through Plaid Link. Eloope only receives transaction data — account numbers and login details are never stored.

Do I need my own Plaid account to use this integration?

No. Eloope manages the Plaid connection on your behalf. Your employees simply connect their cards through the secure Plaid Link widget inside Eloope — no separate Plaid subscription or developer account is required.